Jonathan
Burklund
Alphastar Capital Management
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About this Advisor
Jonathan Burklund is a financial advisor based in Cornelius, North Carolina, working with Alphastar Capital Management. Jonathan has previously held positions at Ae Wealth Management, LLC, The University Of Texas At Austin, Ragland Insurance Group, LLC, Centennial Advisors, LLC, Acute Financial Group, Modsiw Management Of Texas, Ragland Realty Management, Alphastar Capital Management, Riverdog Insurance, LLC, and Riverdog Wealth LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Jonathan is part of Alphastar Capital Management, which operates out of Cornelius, North Carolina. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.
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Alphastar Capital Management Brokerage Details
$1,146,934,809
109
10,083
$113,749
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Burklund Work History
Alphastar Capital Management
Riverdog Insurance, LLC
Riverdog Wealth LLC
Centennial Advisors, LLC
Ragland Insurance Group, LLC
Ragland Realty Management
Ae Wealth Management, LLC
Modsiw Management Of Texas
Modsiw Management Of Texas
Acute Financial Group
The University Of Texas At Austin
Disclosures
Please visit the SEC profile of Jonathan Burklund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alphastar Capital Management
West Palm Beach, FL
Manhattan, KS
Cornelius, NC
Rochester, MN
Florence, AL
Cornelius, NC
Rochester, MN
Huntersville, NC
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