Christopher James Burke
CFP®, ChFC®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Retirement Income Management
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
- Investment Planning
Other Aliases
Chris James Burke
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS
Contact Information
Main Address
680 Craig Road Suite 201, St. Louis, MO 63141Phone Number
(314) 997-1652# of Employees
17SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,421AUM (Assets Under Management)
$716,138,721Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS
State Registrations and Notice Filings
(7/10/2025)
(6/30/2023)
(6/30/2023)
(8/3/2010)
(6/30/2023)
(7/3/2023)
(6/30/2023)
(3/7/2012)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1992About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher James Burke's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Employee and Employer Plan Benefits
- Retirement Income Management
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
- Investment Planning
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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