Investment adviser representative · Capital Advantage, Inc.
Ian M. Burkhard
CRD 7523171 · Walnut Creek, CA
At a glance
Ian M. Burkhard is an investment adviser representative with Capital Advantage, Inc. in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ian’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Capital Advantage, Inc.Since March 2022Walnut Creek, CA · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Capital Advantage, Inc.
- Ian A. CastilleWalnut Creek · Certified Financial Planner
- Selma B. HackettWalnut Creek
- John S. HaymanWalnut Creek
- Dawnalizabeth HenkeWalnut Creek
- Colin F. TaylorWalnut Creek · Chartered Financial Analyst
- Jason A. TerhuneWalnut Creek · Certified Financial Planner
- Brian A. WangWalnut Creek · Chartered Financial Analyst
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