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GB

Geoffrey C. Burke

NORTHWEST ASSET MANAGEMENT
Lake Oswego, OR
Some features on this profile are disabled
CRD#: 2510257
GB

Professional summary

Geoffrey Charles Burke is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Lake Oswego, Oregon.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Geoffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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.Mosier llc; Investment related: Yes; Hood River, OR; farm ownership; owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2015; During business hours: 0; After business hours: 1; This business is a farm and a winery.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Charles Burke'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

December 10, 2019 - Present

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
Lake Oswego, OR
Past

June 1, 2009 - December 11, 2019

MORGAN STANLEY

RIA
CRD#: 149777
PORTLAND, OR
Past

June 1, 2009 - December 11, 2019

MORGAN STANLEY

BD
CRD#: 149777
PORTLAND, OR
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
CHICAGO, IL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
CHICAGO, IL
Past

February 8, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CHICAGO, IL
Past

February 8, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
CHICAGO, IL
Past

September 20, 2006 - February 21, 2007

WILLIAM BLAIR

RIA
CRD#: 1252
CHICAGO, IL
Past

March 29, 1995 - February 21, 2007

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

September 26, 1994 - March 28, 1995

ROBERTSON, STEPHENS & COMPANY LLC

BD
CRD#: 7730
SAN FRANCISCO, CA

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".
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 147923 / SEC#: 801-69483

RIA
Registered Investment Advisory firm - (8/20/2008 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
(1/27/2023)
IAR
Oregon
(12/10/2019)
IAR
Texas
(1/26/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/12/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/1994
General Securities Representative Examination

Current Firm

NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 147923 / SEC#: 801-69483

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)
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Contact information

Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 838-3680
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (147923) (3/31/2025)
ADV PART 2 NWASSET WRAP (147923) (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,844
AUM (Assets Under Management)$ 3,608,262,509

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.

Company Information

NORTHWEST ASSET MANAGEMENT

CRD#: 147923Lake Oswego, OR

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Contact information

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