Dustin Burkhart (CRD# 7164809) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 3 years of experience in the finance industry. Dustin Burkhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Tax Planning Inc. | San Ramon, CA | Jan 2024 - Current | < 1 |
Summit Wealth And Retirement Partners | San Ramon, CA | Oct 2022 - Current | 1 |
Whitaker-myers Wealth Managers, Ltd. | Wooster, OH | Mar 2021 - Oct 2022 | 1 |
Wayne Savings Community Bank | Wooster, OH | Aug 2020 - Mar 2021 | < 1 |
Student | Akron, OH | Jan 2017 - Dec 2020 | 3 |
21st Century Financial | Akron, OH | May 2019 - Aug 2019 | < 1 |
Student | Akron, OH | Jan 2004 - May 2017 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
- ID
- OH
- TX
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Total Assets Under Management721MILLIONS
-
Total Number of Accounts917ACCOUNTS
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Average Account Value$786,272
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, ID, IN, NV, NY, OH, OR, TX, WA
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