Kevin Michael Burkart

Employer firm

Burkart Financial Group, Inc. CRD 290579

$72.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1997 → Present
  Burkart Company, P.A.
  St. Petersburg, FL
• 05/2016 → 01/2018
  Signator Investors, Inc.
  St. Petersburg, FL
• 10/2017 → Present
  Burkart Financial Group, Inc.
  St. Petersburg, FL
• 04/2019 → Present
  Burkart & Hughes Coastal, Llc
  St. Petersburg, FL

Previous Registrations

• 2016-05-13 → 2018-02-05
  Signator Investors, Inc.
  St. Petersburg, FL
  Carmel, IN
• 2008-02-29 → 2016-05-13
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St Petersburg, FL
  Carmel, IN
• 2003-02-26 → 2008-03-19
  Avantax Advisory Services
  Petersburg, FL

Other Businesses

BURKART COMPANY, P.A. (DBA) / INVESTMENT RELATED - Y / 5301 CENTRAL AVE, ST. PETERSBURG FL 33710 / 08/1997 / PRESIDENT, CPA FIRM, I AM THE SOLE PROPRIETOR. / 80 HRS / 80 HRS BURKART COMPANY, P.A. (DBA) / INVESTMENT RELATED - Y / 5301 CENTRAL AVE, ST. PETERSBURG FL 33710 / 08/1997 / I AM THE PRESIDENT AND 100% SHAREHOLDER. THE BUSINESS IS AS A FIXED INSURANCE AGENT,HEALTH INSURANCE AGENT AND PROPERTY AND CASUALTY INSURANCE AGENT. / 5 HRS / 5 HRS Mr. Kevin Burkart is an owner of Burkart Holdings, LLC, a real estate holding company. Located at 8022 12th Ave S Saint Petersburg, FL 33707 Burkhart Holdings, LLC owns a commercial real estate building which is rented to Burkhart Company, P.A.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-24
• S65 Uniform Investment Adviser Law Examination
  1998-09-02

Designations

• Certified Financial Planner

Other Names

• Kevin Burkart