Corey Burkhart Email & Phone Number

Indianapolis, Indiana Area

Corey Burkhart has joined the Principal Financial Group® bringing more than ten years of industry experience to his role. As a Princor Registered Representative, Corey brings extensive knowledge and experience with a strong background in investment and personal financial planning using diverse tax strategies to compliment the abundant needs of clients. Corey enjoys serving and educating the financial needs of various individuals and business owners by providing comprehensive strategies in the areas of personal and business planning.

Serve as TIAA-CREF's primary point of contact for High Net Worth and affluent clientsManage and develop an assigned book of business of individual high net worth ($500k to $2M+) client relationships across TIAA-CREF's products and servicesResponsible for growing the book of business through identifying value added products and services for clients, identifying and acquiring client assets held outside of TIAA-CREF and developing additional business through client referralsBuild and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business

Fishers, In

As a Portfolio Consultant of SPCIA, you will work as a fiduciary within a dedicated Schwab Private Client team to deliver a disciplined, objective, non-discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for:• Maintaining and growing an assigned practice of high-net worth clients with Schwab Branch business partners• Developing, implementing and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences and risk tolerance• Constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients• Partnering with a team of financial planners, attorneys and CPAs to offer comprehensive solutionsYou will provide on-going advice to clients via a phone based relationship with the opportunity to visit your assigned market and clients. SPCIA’s advice philosophy will enable you to leverage a vast array of products (i.e. stocks, bonds, ETF’s, mutual funds, separately managed accounts, option trading) as you help clients manage larger and more complex portfolios and wealth planning needs. This unique and rewarding opportunity will provide both you and your clients the ability to build goal oriented portfolios and nurture long-term relationships.

Schwab Private ClientProvide customized portfolio management services to meet the needs of high net worth individuals.Establish and implement investment objectives on a client-by client basis.Provide proactive client service by identifying wealth-building ideas to share with clients.Communicate performance results and conduct presentations on the markets, products and strategies, as needed.Participate in sales and marketing efforts to create new and build upon existing relationships.Develop strong personal relationships across functions with the portfolio management, administrative, sales and marketing teams.Participate in the training and development of the Associate Portfolio Consultant.

Schwab Private ClientAssist the Portfolio Consultant in the maintenance of complex portfolios.Provide inbound client service via phone and email channels.Deepen relationships with clients and internal partners by educating them about electronic offerings, advice products, and other available products and services at Charles Schwab.Proactively reach out to clients to resolve service and other issues clients experience. Designations Series 7, 63, 66Life and Health Insurance LicensedAccredited Asset Management SpecialistChartered Mutual Fund Counselor

Bachelor'S Degree, Finance, General

B.S, Finance