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John Bland Burkhardt

Investment adviser representative at Goepper Burkhardt LLC
23 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$380.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Goepper/burkhardt, LLCJan 2003 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 4 states (GA, NC, SC, VA).

Goepper Burkhardt LLC

$380.3MAssets managed
245Clients
3Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4696493
Firm CRD
127896
Advisor's SEC record (opens in a new tab)
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