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Patrick Bryan Burkhart Jr.

Advisor at Edelman Financial Engines — Huntington, IN

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Huntington, IN

Edelman Financial Engines logo

Edelman Financial Engines

Institution

Total advisors

725

Across 321 offices

Clients per advisor

658 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

About

Patrick Burkhart Jr. is a financial advisor with Edelman Financial Engines in Huntington, Indiana, holding Series 63 and Series 65 licenses with seven 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 been involved with the Chestnut Hills Golf Club for over 18 years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diverse portfolios with a long-term focus.

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

See office

Huntington, IN

Huntington IN

Advisors at this office

1

Most active in

Indiana · Texas

Work history

7 years of industry experience

Edelman Financial Engines

2026 - Present • 1 year

Santa Clara, CA

Nationwide Investment Services Corporation

2022 - 2026 • 4 years

Columbus, OH

Equitable Advisors

2020 - 2022 • 2 years

New York, NY

One Resource Group

2020 - 2020 • 1 year

Roanoke, IN

New York Life Insurance Co.

2019 - 2020 • 1 year

Fort Wayne, IN

NYLIFE Securities, LLC

2019 - 2020 • 1 year

Fort Wayne, IN

FBl Marketing Services, LLC

2018 - 2019 • 1 year

West Des Moines, IA

Indiana Farm Bureau

2015 - 2019 • 4 years

Roanoke, IN

Chestnut Hills Golf Club

2008 - Present • 18 years

Fort Wayne, IN

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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Luke M

Series 65, Series 63

Roanoke, IN

Full of Grace Financial

Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He holds the Series 65 and Series 63 designations and previously worked in wealth management and investment services roles at Northwestern Mutual. Full of Grace Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, third-party model portfolios, and external managers to tailor portfolios, including options for socially responsible investing.

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar

Joshua S

ChFC®, Series 65, Series 63

Roanoke, IN

Full of Grace Financial

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Full of Grace Financial, Mr. Salway worked at Northwestern Mutual 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 fee-only firm uses a combination of passive and active strategies and offers customizable portfolios, including socially responsible options, alongside discretionary management and written financial plans.

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar

Mark T

Series 66

Huntington, IN

First Command Advisory Services

Mark Tipmongkol is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at NewBridge Partners as a Senior Systems Engineer, developing technical documentation for advanced space systems. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Kathleen S

Series 63, Series 65

Roanoke, IN

Valic Financial Advisors

Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Scott A

Series 66

Huntington, IN

Edward Jones

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Adam H

Series 66

Huntington, IN

Edward Jones

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner
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