William D. Burke

BROOKWOOD INVESTMENT GROUP

ALAMO, CA

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CRD#: 35884

Professional summary

William Donald Burke, CFP®, who also goes by Bill Burke, is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Alamo, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. William has worked at 11 firms and has passed the Series 63, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill 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 Name of the other business: William D. Burke & Co Inc. DBA: Ground Rush Investment Related?: Yes Address of other business: 2216 Nelda Way Alamo, CA 94507 Nature of other business: Insurance/Annuities Your position: President & Insurance Producer Start Date: 06/1982 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 140 Briefly describe your duties: Sales of life insurance, long term care, and indexed annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Donald 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®

CFP^®

CRD#: 4452

WALNUT CREEK, CA

Past

September 20, 2001 - December 31, 2004

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

April 19, 2000 - September 4, 2001

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

March 24, 2000 - April 3, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1998 - April 3, 2000

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 17, 1985 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

March 7, 1984 - January 11, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

December 15, 1972 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 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

California
(5/2/2025)

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

Series 63

Date: 7/31/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 12/11/1972

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/7/1984

General Securities Principal Examination

Current Firm

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Mailing Address

Phone number

(480) 646-3504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,200
AUM (Assets Under Management)	$ 1,064,198,265

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

William D. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Donald Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD PRIVATE WEALTH

HORTER INVESTMENT MANAGEMENT, LLC

CREATIVEONE WEALTH, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

MUTUAL SERVICE CORPORATION

FSC SECURITIES CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

BROOKWOOD INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 7/31/1984

Series 1

Date: 12/11/1972

Series 24

Date: 2/7/1984

Current Firm

BROOKWOOD INVESTMENT GROUP

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKWOOD INVESTMENT GROUP

TRUST BUT VERIFY

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