Patrick Bryan Burkhart
Investment adviser representative at Edelman Financial Engines
18 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Edelman Financial EnginesApr 2026 to now
- Chestnut Hills Golf ClubMay 2008 to now
- Nationwide Investment Services CorporationMar 2022 to Mar 2026
- Equitable Advisors, LLCAug 2020 to Feb 2022
- One Resource GroupJan 2020 to Jul 2020
- New York Life Insurance Co.Dec 2019 to Jan 2020
- Nylife Securities, LLCDec 2019 to Jan 2020
- Fbl Marketing Services, LLCJun 2018 to Nov 2019
- Indiana Farm BureauDec 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 6963201
- Firm CRD
- 104510