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Steven Burkhart

Advisor at Kestra Advisory — Vincennes, IN Hart Street

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Vincennes, IN 47591

Kestra Advisory logo

Kestra Advisory

Enterprise

Total advisors

1,464

Across 549 offices

Clients per advisor

79 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Steven Burkhart is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Kestra, he was involved with First City Wealth and operated a DJ service for several years. He has also contributed to community activities through his work with Helping His Hands. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm supports fiduciary roles and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

See office

Vincennes, IN Hart Street

1699 Hart Street

Vincennes IN 47591

Advisors at this office

2

Most active in

Indiana

Work history

< 1 year of industry experience

Kestra Advisory Services, LLC

2026 - Present • 1 year

Vincennes, IN

Kestra Investment Services, LLC

2025 - Present • 1 year

Vincennes, IN

First City Wealth

2025 - 2025 • 1 year

Vincennes, IN

3Versë DJ Service

2021 - 2025 • 4 years

Vincennes, IN

Helping His Hands

2020 - 2023 • 3 years

Vincennes, IN

The Gold & Silver Vault

2019 - 2025 • 6 years

Vincennes, IN

University of Evansville

2019 - 2023 • 4 years

Evansville, IN

South Knox High School

2015 - 2019 • 4 years

Vincennes, 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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Darwin L

CFP®, ChFC®, Series 63, Series 66

Vincennes, IN

Lindsey Wealth Management

Darwin Lindsey is the principal of Lindsey Wealth Management, an independent registered investment adviser based in Vincennes, IN. He holds the CFP® and ChFC® designations and has 17 years of industry experience. Since founding Lindsey Wealth Management in 2014, he has also worked as an independent insurance agent offering life, disability, and long-term care insurance. Lindsey Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm emphasizes customized advice through one-on-one interviews and written investment policy statements, using diversified portfolios primarily composed of exchange-traded funds and model portfolios with tactical asset allocation and ongoing monitoring.

Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement income strategy General estate planning guidance
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Brian B

Series 66

Vincennes, IN

KCPAG Financial Advisors LLC

Brian Bouillet is a financial advisor with KCPAG Financial Advisors LLC, holding a Series 66 credential and 18 years of industry experience. He has been with KCPAG and affiliated firms since 2008. Outside of his advisory role, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm operates across 27 offices with a team of 13 advisors and employs a mix of long- and short-term investment strategies alongside model-based and sub-advised solutions.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Kameron V

Series 65

Vincennes, IN

KCPAG Financial Advisors LLC

Kameron Vinsel is a financial advisor at KCPAG Financial Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm and its parent company, Kemper Capital Management, Kameron worked at Peoples State Bank of Newton for a total of nine years, including periods as a full-time student. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers tailored financial planning and portfolio management through a team of 13 advisors across 27 offices, utilizing both discretionary and non-discretionary strategies and collaborating with third-party program partners.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Clifford Y

ChFC®, Series 63, Series 66

Vincennes, IN

CWM, LLC

Clifford York is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has held roles at Cetera Advisor Networks LLC, Carson Wealth, and LPL Financial. Outside of advising, he serves on the marketing committee of the Knox County Development Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines multiple investment strategies and tools, including sub-advisors and alternative investments, with a focus on retirement plan and institutional services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas B

Series 66

Monroe City, IN

Empower Advisory Group

Thomas Barmes is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked for US Balance/Awesome Wholesale for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Andrew E

CFP®, Series 66

Vincennes, IN

Kestra Advisory

Andrew Ellermann is a CFP® with 20 years of industry experience, currently serving with Kestra Advisory. He has previously worked with LPL Financial, Old National Bank, and Cetera Investment Services. Outside of his advisory role, he serves on the boards of Helping His Hands, a faith-based charity, and the South Knox Education Foundation, which reviews grant and scholarship applications. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and supports a range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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