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Rachael Angeli Bourke

Rachael A. Bourke

BOURKE WEALTH MANAGEMENT | Planning Consultant
Vancouver, WA
Some features on this profile are disabled
CRD#: 7203086
Rachael Angeli Bourke

Professional summary

Rachael Angeli Bourke, who also goes by Rachael Bourke, is a registered financial advisor currently at BOURKE WEALTH MANAGEMENT located in Vancouver, Washington.

Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rachael has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Biography

As a Planning Consultant, I partner with clients in discovering and working toward their financial dreams. I believe that financial planning plays a crucial part in our lives and impacts many aspects of personal health and well-being. By taking clients through Fidelity's planning process, we are able to strive for peace of mind and financial security together.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachael Bourke

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 Rachael Angeli Bourke'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

Education

Oregon State University

Bachelor of Arts (BA) - Environmental Economics

Santa Barbara City College

Associate of Arts - Arts and Humanities

2018

Santa Barbara City College

Associate of Arts - Social Sciences

2018

Santa Barbara City College

Associate of Science - Math and Science

2018

Experience

Current

October 4, 2023 - Present

BOURKE WEALTH MANAGEMENT

RIA
CRD#: 297957
Vancouver, WA
Past

November 29, 2021 - October 6, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
VANCOUVER, WA
Past

February 18, 2020 - October 5, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
VANCOUVER, WA

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".
BW
BOURKE WEALTH MANAGEMENT
BOURKE WEALTH MANAGEMENT

CRD#: 297957 / SEC#: 801-117257

RIA
Registered Investment Advisory firm - (8/26/2019 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
(10/4/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/31/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/13/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/6/2020
Securities Industry Essentials Examination

Current Firm

BW
BOURKE WEALTH MANAGEMENT
BOURKE WEALTH MANAGEMENT

CRD#: 297957 / SEC#: 801-117257

RIA
Registered Investment Advisory firm - (8/26/2019 Approved)
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Contact information

Main Address
222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 966-2122
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 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

FORM ADV PART 2A: FIRM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts244
AUM (Assets Under Management)$ 121,521,246

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

BOURKE WEALTH MANAGEMENT

Planning ConsultantCRD#: 297957Vancouver, WA

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