Robert Bryan Burkhart

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2010 → Present
  Financial Telesis Inc.
  San Rafael, CA
• 10/2014 → Present
  Global Retirement Partners
  San Rafael, CA

Previous Registrations

• 2010-09-01 → 2014-12-02
  Financial Telesis Inc
  Morgan Hill, CA
  San Rafael, CA
• 2006-04-10 → 2010-11-30
  Savant Investment Group, Llc
  Emeryville, CA

Other Businesses

BURKHART CONSULTING, LLC. SINCE 10/2012. NOT INVESTMENT-RELATED. 18350 MURPHY SPRINGS DRIVE, MORGAN HILL, CA. CONSULTING BUSINESS. TITLE-PRINCIPAL. DUTIES-TECHNICAL CONSULTING. 85 HOURS/MONTH. 60 HOURS/MONTH DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-07

Other Names

• Robert Bryan Burkhart
• Robert Bryan Burkhart