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GOEPPER BURKHARDT LLC

GREENVILLE, SC · CRD 127896 · IAPD ↗ · goepperburkhardt.com · 864-370-3244

$380.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — GOEPPER BURKHARDT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — GOEPPER BURKHARDT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — GOEPPER BURKHARDT LLC notice-filed in NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — GOEPPER BURKHARDT LLC changed its website from retireto.com to goepperburkhardt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.