Todd Burkhalter

Employer firm

Colton Groome Financial Advisors, LLC CRD 128365

$725M regulatory AUM 101 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.

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

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

Current Employers

Employment History

• 04/2022 → 02/2024
  Edward Jones
  St Louis, MO
• 02/2015 → 04/2022
  Pfizer Inc.
  Asheville, NC
• 02/2024 → Present
  Colton Groome Financial Advisors, Llc
  Asheville, NC

Previous Registrations

• 2022-07-20 → 2024-02-05
  Edward Jones
  Asheville, NC
  Asheville, NC
  St Louis, MO

Other Businesses

1) Air BnB; 131 Aiken View Dr., Asheville NC 28804; Type of business: Rental Property, Spouse handles all activities for this; NOT Investment Related; Start Date 2018; Approximately 1-5 hrs. per month; through air bnb app with tax documentation.///

Exams

• S66 Uniform Combined State Law Examination
  2022-07-19

Designations

• Certified Financial Planner

Other Names

• Todd Burkhalter
• Todd Jay Burkhalter
• Todd J Burkhalter