Best Investors Account Sign in
Inactive

Ian Michael Burkhard

Capital Advantage, Inc.

Walnut Creek, CA

Claim This Profile
Current Employers
Capital Advantage, Inc.

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-21
  • CA RA
    APPROVED
    Since 2022-03-21

Branch Locations

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Advantage, Inc. Lafayette CA 06/2021 Present
Kpmg Llc San Francisco CA 09/2018 04/2021
University Of California Santa Barbara Santa Barbara CA 09/2014 06/2018
Isla Vista Food Coop Santa Barbara CA 02/2016 02/2017
Ocsb Alumni Association Santa Barbara CA 02/2017 06/2018
  • 06/2021 → Present
    Capital Advantage, Inc.
    Lafayette, CA
  • 09/2018 → 04/2021
    Kpmg Llc
    San Francisco, CA
  • 09/2014 → 06/2018
    University Of California Santa Barbara
    Santa Barbara, CA
  • 02/2016 → 02/2017
    Isla Vista Food Coop
    Santa Barbara, CA
  • 02/2017 → 06/2018
    Ocsb Alumni Association
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-05
  • S65 Uniform Investment Adviser Law Examination
    2021-10-05

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor