Thomas Burchhardt
Investment adviser representative at Esi Financial Advisors
11 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 assetsHourlyFixed or flat feeCommissions
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
11 years in the industry.
- Equity Services, Inc.Jul 2025 to now
- National Life GroupJun 2025 to now
- Massmutual Life Insurance CoApr 2024 to Jun 2025
- MML Investors Services, LLCApr 2024 to Jun 2025
- Equitable Advisors, LLCJan 2023 to Mar 2024
- Joe Van GoghMar 2017 to Jan 2023
- Starrlight MeaderyMay 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 7657479
- Firm CRD
- 265