Brian Burkett

Brian Burkett Email and Phone Number

Guiding clients towards greater heights in finances and life. @ 21 Goats Financial Planning
Brian Burkett's Location
Atlanta, Georgia, United States, United States
Brian Burkett's Contact Details

Brian Burkett work email

Brian Burkett personal email

n/a
About Brian Burkett

Brian has extensive financial services industry experience with a focused emphasis on service and technology to develop and build client relationships as the Director of Operations for 21 Goats Financial Planning.---Securities and Investment Advisory Services offered through LPL Financial, Member FINRA/ SIPC and a Federally Registered Investment Advisor. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Brian Burkett's Current Company Details
21 Goats Financial Planning

21 Goats Financial Planning

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Guiding clients towards greater heights in finances and life.
Brian Burkett Work Experience Details
  • 21 Goats Financial Planning
    Director Of Operations
    21 Goats Financial Planning Jun 2022 - Present
    Roswell, Georgia, Us
    Brian grew up in Nacogdoches, Texas and went to Colorado State University in beautiful Fort Collins, earning a bachelor’s degree in economics. Finance and markets were of interest early on in Brian’s life. He has fond memories of watching CNBC with his dad in the early 90s and checking stock quotes in the newspaper. After working in the hospitality industry for ten years, he felt that the natural progression was to join his service, hospitality, and education skills into a career. In 2009 Brian became a financial adviser and has been assisting individuals, families, and small businesses ever since. Brian and Alyson met at Waddell & Reed in 2009 and were married in 2015. Together, they oversee two wonderful, busy young humans – Watson and Lillian. Brian enjoys traveling with his family and exploring the local culture of their downtown Roswell community.Brian and his wife, Alyson, founded and launched 21 Goats Financial Planning in June 2022.
  • Integrated Financial Group | The Brain Trust
    Proud Member
    Integrated Financial Group | The Brain Trust Jul 2021 - Present
    Atlanta, Georgia, Us
    Independent But Not Alone - In July 2021, Alyson Burkett, Brian's wife and business partner was chosen to join Integrated Financial Group (IFG), an Atlanta-based firm of over 90 independent financial planners from across the country. 21 Goats' affiliation with IFG is invaluable; it provides access to a network of talented, like-minded peers who share strategies, best practices and advice.IFG’s members own businesses across eight states totaling over $2.7 billion in brokerage and advisory assets through LPL Financial and over $2.3 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 1/7/21.Learn more at www.TheBrainTrust.net
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Dec 2021 - Present
    Shawnee Mission, Ks, Us
  • Arkadios Capital
    Vp Advisor Facing Technology
    Arkadios Capital Jan 2019 - Dec 2021
    Atlanta, Georgia, Us
  • Triad Advisors
    Technology Support Manager
    Triad Advisors Apr 2014 - Jan 2019
    Supervisor of front line technology support directly to independent advisors.
  • E*Trade Financial
    Senior Financial Services Representative
    E*Trade Financial Aug 2011 - Apr 2014
    Us
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Mar 2009 - Aug 2011
    Licensed Financial advisor with emphasis on financial planning for individuals, families, and small business.

Brian Burkett Skills

Financial Analysis Investments Risk Management Customer Service Banking Retirement Planning Wealth Management Financial Planning

Brian Burkett Education Details

  • Colorado State University
    Colorado State University
    Economics

Frequently Asked Questions about Brian Burkett

What company does Brian Burkett work for?

Brian Burkett works for 21 Goats Financial Planning

What is Brian Burkett's role at the current company?

Brian Burkett's current role is Guiding clients towards greater heights in finances and life..

What is Brian Burkett's email address?

Brian Burkett's email address is br****@****ade.com

What schools did Brian Burkett attend?

Brian Burkett attended Colorado State University.

What skills is Brian Burkett known for?

Brian Burkett has skills like Financial Analysis, Investments, Risk Management, Customer Service, Banking, Retirement Planning, Wealth Management, Financial Planning.

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