Keith Burkhardt has been an investment adviser representative at Center for Wealth Management since December 2014, and is not listed among the firm’s executive officers or direct owners.
Center for Wealth Management LLC. is a firm with $228M under management, 646 clients and 5 advisers across 2 offices, as of its May 2026 filing.
Keith Burkhardt is Private Wealth Manager of Center for Wealth Management Advisory. He has diverse experience in finance. His family history in Cincinnati over multiple generations has given him an understanding of the needs of investors in the Greater Cincinnati/Northern Kentucky market.
- – present · 11 yearsMilford, OH · Adviser representative · Firm CRD 171221
Investment adviser representative registrations
Keith Burkhardt is registered as an investment adviser representative in Ohio, since December 2014.
- OhioSince 12 December 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 February 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 April 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Keith Daniel Burkhardt
- CRD
- 4312285
- Firm
- Center for Wealth Management · CRD 171221
- Office
- Milford, OH
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerforwealthmanagement.com
Where does Keith Burkhardt work?
Keith Burkhardt is an investment adviser representative registered through Center for Wealth Management LLC. since December 2014, and is not listed among the firm’s executive officers or direct owners.
Is Keith Burkhardt a financial advisor?
Yes. Keith Burkhardt has a current investment-adviser registration in Ohio, through Center for Wealth Management since December 2014.
How many years of experience does Keith Burkhardt have?
Keith Burkhardt has 11 years in the financial industry, since December 2014, across 1 adviser firm.
What exams has Keith Burkhardt passed?
Keith Burkhardt has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in April 2002.
Where is Keith Burkhardt based?
Keith Burkhardt’s registered office is in Milford, OH.
Is Keith Burkhardt registered with FINRA?
No. Keith Burkhardt has no current broker registration.
How can I verify Keith Burkhardt’s record?
Search CRD 4312285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Burkhardt’s full registration record.