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Patrick Burkhart Jr.

Advisor at Edelman Financial Engines

Updated today

Location

Huntington, IN

Credentials

Series 63, Series 65

Industry experience

6 years

About

Patrick Burkhart Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Equitable Advisors, and New York Life Insurance Co. Outside of his advisory work, he serves as a volunteer golf coach and has a longstanding role as a part-time shop assistant at Chestnut Hills Golf Club. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts relative to its advisory staff, operating within a family of affiliated financial companies that support custody, recordkeeping, and product provision.

Client services

Based on Edelman Financial Engines

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Edelman Financial Engines

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Occupation focus

Based on Edelman Financial Engines

Retired Founder/Business Owner

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Fee options

Fixed

Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.

Percentage

$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable

Project-based

Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.

Subscriptions

Online Advice fees up to $300 per year, payable in advance by credit card.

Other

Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.

Location

Huntington, IN

Most active in

Texas

Work history

Edelman Financial Engines

2026 - Present (1 year)

Nationwide Investment Services Corporation

2022 - 2026 (4 years)

Equitable Advisors

2020 - 2022 (2 years)

One Resource Group

2020 - 2020 (1 year)

New York Life Insurance Co.

2019 - 2020 (1 year)

NYLIFE Securities, LLC

2019 - 2020 (1 year)

FBl Marketing Services, LLC

2018 - 2019 (1 year)

Indiana Farm Bureau

2015 - 2019 (4 years)

Chestnut Hills Golf Club

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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ChFC®, Series 63, Series 65

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Joshua Salway is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Full of Grace Financial, where he has worked since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Vestia Personal Wealth Advisors. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a combination of passive and active investment strategies, including socially responsible options, and offers ERISA-focused retirement plan management within a small, two-advisor practice.

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Mark T

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Huntington, IN

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Kathleen S

Series 63, Series 65

Roanoke, IN

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Kathleen Sparrow is a financial advisor with Valic Financial Advisors in Roanoke, Indiana. She holds Series 63 and Series 65 credentials and has 13 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, Voya Financial Partners, Voya Financial, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay services.

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Scott A

Series 66

Huntington, IN

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Adam H

Series 66

Huntington, IN

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