Frank Edward Burkhead

Current Employers

Employment History

• 01/1994 → Present
  Burkhead & Associates, Llc
  Jefferson City, MO
• 08/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2013 → Present
  Burkhead Wealth Management
  Jefferson City, MO

Previous Registrations

• 1999-10-25 → 2005-08-24
  Avantax Advisory Services
  Jefferson City, MO

Other Businesses

1)BURKHEAD & ASSOCIATES, LLC, 600 E. CAPITOL AVENUE JEFFERSON CITY, MO 65101 CPA MANAGING MEMBER SINCE 1999,20 HRS/WEEK, GENERAL ACCOUNTING, PAYROLL, TAX PREPARATION 2)INSURANCE SALES SAME ADDRESS AS ABOVE AGENT SINCE 08/2004 8 HRS/WEEK - INSURANCE SALES. 3) RORK ALUMINUM, INC - SALES & INSTALLATION OF WINDOWS, SIDING, SOFFETS, & GUTERING - PRESIDENT, ADMINISTRATIVE ONLY, MANAGE ADMIN PORTION OF BUSINESS -START 4/27/05 -WORK 3 HRS/WK - PARTNERSHIP: ROBERT & TAMARA GARDNER (SISTER & BROTHER-IN-LAW), & WIFE CAROL; 4) FACT PROPERTIES, LLC, NOT INV REL, OWNER, MEMBER, OWN RENTAL PROP, LEASE TO ACCTG BIZ, SINCE 05/2003, .2H/WK 5) TEAM NATIONAL; NON-INV. RELATED; JEFFERSON CITY, MO; NATIONAL BUYING GROUP-PURCHASING GOODS ONLINE AT A DISCOUNT; MEMBER; SINCE 09/2012; 1 HR/MONTH OUTSIDE OF SECURITIES TRADING HOURS: 6)BURKHEAD WEALTH MANAGEMENT, INVESTMENT-RELATED DBA, FINANCIAL SERVICES, NON-INVESTMENT RELATED , TAX PRACTICE, SAME ADDRESS AS REGISTERED LOCATION., 35 HRS/WK, START 05/14/2013 7) HAWTHORN BANK AND HAWTHORN BANCSHARES, NOT INVESTMENT RELATED, 132 E HIGH ST, JEFFERSON CITY, MO, 65101, BOARD DIRECTOR FOR BANK, START 06/15/2014, 3HR/WK, DISCUSSING BANK BUSINESS AND SETTING POLICY. 8) HISTORIC CITY OF JEFFERSON FOUNDATION, INC, NOT INVESTMENT RELATED, 108 WEST ATCHISON ST, JEFFERSON CITY, MO 65101, NON-PROFIT, STARTED 10/2017, POSITION/TITLE/RELATIONSHIP: TREASURER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DEPOSIT CHECKS, RECONCILIATION, BOOKKEEPING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-09
• S63 Uniform Securities Agent State Law Examination
  1999-05-11

Other Names

• Frank E Burkhead