Kenneth M. Burke

BURKE WEALTH MANAGEMENT

Houston, TX 77046

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CRD#: 2923762

Professional summary

Kenneth Michael Burke JR., who also goes by Kenneth Michael Burke, is a registered financial advisor currently at BURKE WEALTH MANAGEMENT, LLC located in Houston, Texas.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kenneth has worked at 6 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kenneth Michael 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Michael Burke JR.'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®

None

Experience

Current

October 3, 2019 - Present

BURKE WEALTH MANAGEMENT, LLC

Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046

RIA

CRD#: 305840

Houston, TX

Past

September 6, 2018 - January 31, 2020

DOLIVER ADVISORS, L.P.

RIA

CRD#: 106247

HOUSTON, TX

Past

June 15, 2010 - March 26, 2014

SAROFIM ADVISORS GROUP INC

RIA

CRD#: 106932

HOUSTON, TX

Past

June 15, 2010 - June 1, 2018

FAYEZ SAROFIM & CO.

RIA

CRD#: 106584

HOUSTON, TX

Past

June 15, 2010 - August 26, 2019

SAROFIM TRUST CO

RIA

CRD#: 106590

HOUSTON, TX

Past

June 15, 2010 - August 26, 2019

SAROFIM INTERNATIONAL MANAGEMENT CO

RIA

CRD#: 106933

HOUSTON, TX

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

Louisiana
(2/17/2020)

IAR

Texas
(10/3/2019)

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

Current Firm

BURKE WEALTH MANAGEMENT, LLC

CRD#: 305840 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/17/2020 Approved)

Texas

Registered Investment Advisory firm - (10/3/2019 Approved)

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Contact information

Main Address

12 Greenway Plaza Suite 1100, Houston, TX 77046

Mailing Address

Phone number

(713) 933-5402

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 86,298,994

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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Kenneth M. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Michael Burke JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BURKE WEALTH MANAGEMENT, LLC

DOLIVER ADVISORS, L.P.

SAROFIM ADVISORS GROUP INC

FAYEZ SAROFIM & CO.

SAROFIM TRUST CO

SAROFIM INTERNATIONAL MANAGEMENT CO

State Registrations and Notice Filings

Exams

Current Firm

BURKE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURKE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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