Ian Michael Burkhard
Investment adviser representative at Capital Advantage, Inc.
12 yearsExperience
1 stateRegistered in
$1.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Capital Advantage, Inc.Jun 2021 to now
- Kpmg LLCSep 2018 to Apr 2021
- Ocsb Alumni AssociationFeb 2017 to Jun 2018
- Isla Vista Food CoopFeb 2016 to Feb 2017
- University of California Santa BarbaraSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Advantage, Inc.
$1.3BAssets managed
667Clients
8Advisers
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
- 7523171
- Firm CRD
- 108985