Michael P. Killeen

BURR FINANCIAL SERVICES

BELTON, TX

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CRD#: 2048680

Professional summary

Michael Patrick Killeen is a registered financial advisor currently at BURR FINANCIAL SERVICES, LLC located in Belton, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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) TRUMARK INSURANCE SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 711 George Wilson Rd Belton TX 76513 DESCRIPTION: CA INSURANCE AGENT OFFERING SALES OF LIFE AND LTC INSURANCE THROUGH TRUMARK INSURANCE SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Killeen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 29, 2022 - Present

BURR FINANCIAL SERVICES, LLC

RIA

CRD#: 323114

BELTON, TX

Past

March 26, 2012 - September 30, 2022

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

PLEASANT HILL, CA

Past

March 26, 2012 - September 30, 2022

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

PLEASANT HILL, CA

Past

December 15, 2008 - March 12, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

PLEASANT HILL, CA

Past

December 15, 2008 - March 12, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

PLEASANT HILL, CA

Past

April 22, 2003 - December 17, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

WALNUT CREEK, CA

Past

April 10, 2003 - December 17, 2008

FSC SECURITIES CORPORATION

CRD#: 7461

WALNUT CREEK, CA

Past

August 1, 2001 - April 8, 2003

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

May 10, 1990 - July 3, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 10, 1990 - July 3, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

BURR FINANCIAL SERVICES, LLC

CRD#: 323114 / SEC#: 801-126646

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

California

Registered Investment Advisory firm - (5/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(9/30/2022)

IAR

Texas
(9/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/7/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BURR FINANCIAL SERVICES, LLC

CRD#: 323114 / SEC#: 801-126646

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

California

Registered Investment Advisory firm - (5/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/26/2024 Terminated)

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Contact information

Main Address

Sparks, NV

Mailing Address

Phone number

(925) 676-6007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 155,380,627

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.

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Firm Stability Insights

Michael P. Killeen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Killeen's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

WALNUT STREET SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BURR FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2000

Series 63

Date: 6/19/1990

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2000

Series 6

Date: 5/7/1990

Current Firm

BURR FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURR FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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