Terrence M. Burke

TRADER WEALTH MANAGEMENT

Barrington, IL 60010

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CRD#: 6640216

Professional summary

Terrence Michael Burke, CFP® is a registered financial advisor currently at TRADER WEALTH MANAGEMENT, LLC located in Barrington, Illinois.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Terrence has worked at 1 firm and has passed the Series 65 exam.

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.

Mr. Burke receives consulting compensation from DBXPainting, a non-investment company owned by his brother. Work comprises approximately 4 hours per week, not during securities trading hours. DBXPainting Inc. 2501 West 107th St / Chicago, IL 60655 He also receives compensation for creating daily Corn volume and open interest reports for PJQ Options, a broker on the CME Floor. The reports reformat the CME volume and open interest date that is posted daily on the CME website; they do not contain any analysis or recommendations on any Corn option strategies. His role is not investment related and requires approximately 1 hours per week, none during securities trading time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Michael 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^®

Certified Financial Planner

Experience

Current

May 5, 2016 - Present

TRADER WEALTH MANAGEMENT, LLC

Office #1: 600 Hart Road Suite 145, Barrington, IL 60010

RIA

CRD#: 147190

Barrington, IL

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
(5/5/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2016

Uniform Investment Adviser Law Examination

Current Firm

TRADER WEALTH MANAGEMENT, LLC

CRD#: 147190 / SEC#:

Illinois

Registered Investment Advisory firm - (10/14/2008 Approved)

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Contact information

Main Address

509 W Old Nw Highway Suite 240, Barrington, IL 60010

Mailing Address

560 Welch Circle, Lake Barrington, IL 60010

Phone number

(312) 697-2950

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 103,415,340

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Terrence M. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRADER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2016

Current Firm

TRADER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRADER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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