MB
Mark B. Burka
MENDEL MONEY MANAGEMENT
Northbrook, IL 60062
Some features on this profile are disabled
CRD#: 1736769
MB
Professional summary
Mark Bennett Burka is a registered financial advisor currently at MENDEL MONEY MANAGEMENT INC located in Northbrook, Illinois.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1). NAME OF OBA: INDIAN PEAKS BREWING COMPANY ADDRESS OF OBA: LONGMONT, COLORADO NATURE: CRAFT BREWING COMPANY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF THE BOARD OF DIRECTORS DUTIES: ATTEND MONTHLY TELEPHONIC BOARD MEETINGS START DATE: 01/01/1995 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 2). NAME OF OBA: SUN CREATIVE INVESTMENTS L.P. ADDRESS OF OBA: WASHINGTON, D.C. NATURE: INVESTMENT PARTNERSHIP WITH FAMILY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: PARTNER DUTIES: OVERSEE INVESTMENTS START DATE: 01/01/1992 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 3). NAME OF OBA: BURKA OCEANAGE, LLC ADDRESS OF OBA: FORT LAUDERDALE, FLORIDA NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: OWNER DUTIES: OVERSEE PROPERTY START DATE: 01/01/2003 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Mark Bennett Burka's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 21, 2022 - Present
MENDEL MONEY MANAGEMENT INC
Office #1: 1200 Shermer Rd Ste 216, Northbrook, IL 60062RIA
CRD#: 105974
Northbrook, IL
Past
May 28, 2020 - April 8, 2022
ZCM
RIA
CRD#: 309195
CHICAGO, IL
Past
August 9, 2005 - June 1, 2020
ZIEGLER CAPITAL MANAGEMENT, LLC
RIA
CRD#: 135622
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MM
MENDEL MONEY MANAGEMENT INC
MENDEL MONEY MANAGEMENT INC
CRD#: 105974 / SEC#: 801-34323
RIA
Registered Investment Advisory firm - (4/24/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/21/2022)
IAR
Texas(4/21/2022)
Current Firm
MM
MENDEL MONEY MANAGEMENT INC
MENDEL MONEY MANAGEMENT INC
CRD#: 105974 / SEC#: 801-34323
RIA
Registered Investment Advisory firm - (4/24/1989 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1200 Shermer Rd Ste 216, Northbrook, IL 60062
Mailing Address
Phone number
(847) 564-0970
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 222 |
| AUM (Assets Under Management) | $ 301,133,763 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
