Steven Kenneth Burkhalter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → Present
  Raymond James Financial Services, Inc
  Ann Arbor, MI
• 07/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Ann Arbor, MI
• 02/2017 → 04/2022
  Ben Griffith Financial Services
  An Harbor, MI

Other Businesses

(1)Name of Business: Address: 24288 Tara Drive, South Lyon, MI, 48178, United States Activity Type: Other Position/Title: Artist, Owner/Proprietor Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created a card game that I'd like to publicly publish for purchase. (2)Name of Business: Address: 24288 Tara Dr, South Lyon, MI, 48178, United States Activity Type: Other Position/Title: Artist Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I paint paintings for fun (3) Bison Wealth Planners Inc. Address: 24 Frank Lloyd Wright Dr., Ann Arbor, MI, 48106, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/26/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30