Elkhart, IN South Second St Office

James Burkert is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Osaic since 2018 and previously spent nine years with Signator Investors, Inc. Burkert serves on the finance committee of St. John's Episcopal Church, assisting with annual budget creation and investment reviews for the church trust fund. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided asset-allocation tools and efficient-frontier analysis to construct diversified portfolios tailored to clients' risk tolerance and investment restrictions.

Thomas Burkert is a financial advisor with Osaic Wealth, Inc. in Elkhart, Indiana. He holds a Series 66 designation and has been with Osaic since 2025. His prior experience includes brief roles at VantagePointe Financial Group and Topcoat Powder Coating, as well as periods as a student. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.