CB
Christopher J. Burke
RBF WEALTH ADVISORS
St. Louis, MO 63141
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CRD#: 2263005
CB
Professional summary
Christopher James Burke, CFP®, ChFC®, who also goes by Chris James Burke, is a registered financial advisor currently at RBF WEALTH ADVISORS located in St. Louis, Missouri and PRIVATE CLIENT SERVICES, LLC located in St Louis, Missouri.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Insurance Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Chris James Burke
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) Roman, Butler, Fullerton DBA RBF Wealth Advisors. 680 Craig Road, Suite 201, St Louis, MO 63141. RIA. 200 hrs/mo; 3 during trading hrs. 2) Jared Burke Foundation. 428 East Jackson Road, Saint Louis, MO 63141. Charitable outdoor activities, hunting for veterans, disabled and others. 501c(3). Discuss with CPA & book keeper and give treasurer reports. 5 hrs/mo; 0 during trading hrs. 3) Medical Coding & Auditing Services. 428 East Jackson Road, Saint Louis, MO 63119. Wife Jill's business medical consulting & medical records coding and auditing. Prepare accounting spreadsheets for the CPA. 2 hrs/mo; 0 during trading hrs. 4) Roman Butler Fullerton DBA. 680 Craig Road, Suite 201, St Louis, MO 63141. RBF is a company with fees paid to me as sole proprietor. RIA. Investments, Insurance, Financial Planning. 200 hrs/mo; 35 during trading hrs. 5) St Louis Asphalt and Concrete LLC. 428 East Jackson Road, Saint Louis, MO 63119. Asphalt work. Owned this for repair of asphalt and only managed personnel and accounting for the company. No longer operational. 0 hrs/mo. 6) The covering House. 1395 N Highway Drive, Suite 110, Fenton, MO 63026. Rescues young girls from human trafficking and rehabilitate and educate. 501c(3). Present treasurer report to the board. 5 hrs/mo; 0 during trading hrs. 7) Wiser Advisor LLC. 428 East Jackson Road, Saint Louis, MO 63119. Sole owner LLC. Bought and opened LLC for marketing purposes but haven't used it. 0 hrs/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher James Burke'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®
CFP®
Start date: 2007
Experience
Current
August 3, 2010 - Present
RBF WEALTH ADVISORS
Office #1: 680 Craig Road Suite 201, St. Louis, MO 63141RIA
CRD#: 104771
St. Louis, MO
Current
June 30, 2023 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 680 Craig Road, Ste 201, St Louis, MO 63141RIA
BD
CRD#: 120222
St Louis, MO
Past
July 29, 2010 - July 3, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
ST LOUIS, MO
Past
April 27, 2005 - December 31, 2007
RENAISSANCE FINANCIAL CORPORATE EDUCATION LLC
RIA
CRD#: 110009
ST. LOUIS, MO
Past
October 1, 2001 - August 4, 2010
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ST. LOUIS, MO
Past
December 1, 1998 - October 5, 2004
RF ADVISORS LLC
RIA
CRD#: 110008
ST. LOUIS, MO
Past
September 25, 1992 - August 4, 2010
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. LOUIS, MO
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".
RW
RBF WEALTH ADVISORS
LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS
CRD#: 104771 / SEC#: 801-20351
RIA
Registered Investment Advisory firm - (3/1/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/10/2025)
RR
Georgia(6/30/2023)
RR
Illinois(6/30/2023)
IAR
Missouri(8/3/2010)
RR
Missouri(6/30/2023)
RR
Montana(7/3/2023)
RR
South Carolina(6/30/2023)
IAR
Texas(3/7/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RW
RBF WEALTH ADVISORS
LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS
CRD#: 104771 / SEC#: 801-20351
RIA
Registered Investment Advisory firm - (3/1/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
680 Craig Road Suite 201, St. Louis, MO 63141
Mailing Address
Phone number
(314) 997-1652
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,255 |
| AUM (Assets Under Management) | $ 647,718,410 |
Red Flags
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Company Information
RBF WEALTH ADVISORS
CRD#: 104771St. Louis, MO 63141TRUST BUT VERIFY
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Contact information
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