John Michael Burkhardt

Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/1998 → 03/2025
  Fidelity Brokerage Services, Inc.
  Dallas, TX
• 07/2018 → 03/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 08/2025
  Pure Financial Advisors, Llc
  Wheaton, IL
• 08/2025 → Present
  Pure Financial Advisors, Llc
  Wheaton, IL

Previous Registrations

• 2018-07-13 → 2024-01-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2001-10-01 → 2018-07-13
  Strategic Advisers Llc
  Oakbrook, IL
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2001-08-30
• S63 Uniform Securities Agent State Law Examination
  1998-08-03

Other Names

• John Micheal Burkhardt