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Hilary Burkhardt

Investment Adviser Representative at Cetera Investment Advisers LLC

Indianapolis, INCRD #7473937Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Hilary Burkhardt is an investment adviser representative in Indianapolis, IN, currently registered with Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. They have worked in the securities industry since 2024 and were previously registered with Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.

Office

9840 Westpoint Drive, Suite 350
Indianapolis, IN 46256

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana
Broker:
1 state or territory

Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/30/2024
Series 7
General Securities Representative Examination
Passed 7/19/2024
SIE
Securities Industry Essentials Examination
Passed 10/13/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cetera Investment Advisers LLCCurrent
9/5/2025 – Indianapolis, IN
Avantax Planning Partners, Inc.Current
5/15/2025 – Indianapolis, IN
Avantax Advisory Services
9/30/2024 – 9/5/2025Indianapolis, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. WealthCare Financial Group, LLC
    Dec 2021 – Apr 2025Indianapolis, IN
  2. AMLI Residential
    Feb 2020 – Aug 2021Denver, CO
  3. Greystar Management
    Sep 2019 – Feb 2020Greenwood Village, CO
  4. The Pig and The Sprout
    Oct 2018 – Sep 2019Denver, CO
  5. Digby's Pub and Patio
    Mar 2017 – Sep 2018Lafayette, IN
  6. Purdue University- Animal Disease Diagnostic Lab
    Mar 2016 – Apr 2018West Lafayette, IN
  7. Unemployed
    Sep 2021 – Nov 2021Indianapolis, IN
  8. Avantax Investment Services Inc.
    Jun 2024 – Sep 2025Indianapolis, IN
  9. Avantax Advisory Services
    Jun 2024 – Sep 2025Indianapolis, IN
  10. Avantax Insurance Services
    Jun 2024 – Sep 2025Indianapolis, IN
  11. Avantax Planning Partners, Inc.
    Mar 2025 – Sep 2026El Segundo, CA
  12. Cetera Wealth Services, LLC
    Sep 2025 – no end date reportedIndianapolis, IN
  13. Cetera Investment Advisers LLC
    Sep 2025 – no end date reportedSchaumburg, IL
  14. Cetera Planning Partners
    Sep 2026 – no end date reportedEl Segundo, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cetera Investment Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisoryFinancial DisclosuresRetirement PlanningIRA RolloversInsuranceAdvisory ServicesCustody Services529 PlansETFs

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10,459
Offices listed on AdvisorFinder:
27
Main office:
Schaumburg, IL
SEC file number:
801-20406

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at Cetera Investment Advisers LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hilary Burkhardt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Hilary Burkhardt (Cetera Investment Advisers)