Patrick Bryan Burkhart

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2015 → 10/2019
  Indiana Farm Bureau
  Roanoke, IN
• 05/2008 → Present
  Chestnut Hills Golf Club
  Fort Wayne, IN
• 06/2018 → 11/2019
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 12/2019 → 01/2020
  New York Life Insurance Co.
  Fort Wayne, IN
• 12/2019 → 01/2020
  Nylife Securities, Llc
  Fort Wayne, IN
• 01/2020 → 07/2020
  One Resource Group
  Roanoke, IN
• 08/2020 → 02/2022
  Equitable Advisors, Llc
  New York, NY
• 03/2022 → 03/2026
  Nationwide Investment Services Corporation
  Columbus, OH
• 04/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-01-12 → 2026-04-01
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

Chestnut Hills Golf Club; INVESTMENT RELATED: No; ADDRESS: 11502 Illinois Rd, Fort Wayne, IN 46750; NATURE: Golf Course; POSITION: Employee; START DATE: 05/01/2012; NUMBER OF HOURS/MONTH: 40 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: assist with daily operations of a golf course. Booking times, taking fees, helping set up and clean up.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-29
• S63 Uniform Securities Agent State Law Examination
  2018-10-15

Other Names

• Patrick Bryan Burkhart
• Patrick Burkhart