RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Christine Renae Burkhart
- Title
- Wealth Advisorreportedcutler.comfirm site, Sep 15, 2026
- Years, as the firm states
- 15reportedcutler.com“With more than 15 years in the financial services industry, Chris Burkhart combines analytical expertise with heartfelt connection as a trusted financial advisor.”
- Professional profile
- cutler.com/team/chris-burkhartreportedcutler.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cutler Investment Group independent RIA currentsince Sep 24, 2019 · Bellevue, Wa
- United Planners' Financial Services Of America A Limited Partner independent RIAJul 20, 2018 to Sep 19, 2019 · Scottsdale, Az
- Kms Financial Services, Inc formerNov 20, 2017 to Jul 23, 2018 · Bothell, Wa
- United Planners' Financial Services Of America A Limited Partner to Cutler Investment Groupleft Sep 19, 2019, registered Sep 24, 2019 (5 days) · RIA to RIA
- Kms Financial Services, Inc to United Planners' Financial Services Of America A Limited Partnerleft Jul 23, 2018, registered Jul 20, 2018 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address