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Financial Advisor
Battle Creek, Benton Harbor, Coloma, Stevensville & Indiana
Jennifer Burkholder is honored to help individuals pursue their financial goals by developing personalized plans that reflect each client’s unique needs, experience, and time horizon. Her top priority is to provide thoughtful, customized guidance that empowers clients to make informed financial decisions.
Jennifer is a Michigan native with 23 years of experience in financial services and banking. She lives in Stevensville with her husband and son and loves to volunteer in the communities she serves, including Stevensville, Saint Joseph, Coloma, Benton Harbor, Battle Creek, South Bend, and Mishawaka.
Working collaboratively, Jennifer creates tailored strategies focused on:
- Wealth accumulation during working years
- Helping build financial confidence in retirement
No matter where clients are in life, Jennifer offers a wide range of financial tools and products to build a plan that fits their goals. She welcomes the opportunity to connect and offers a complimentary, no-obligation initial consultation to get started.
Professional Services:
- Wealth Preservation
- Retirement Planning
- Retirement Income Planning
- Comprehensive Financial Guidance
- Tax-Advantaged Investment Planning
- Education Funding
FINRA:
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/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.