Paul G. Burke

BURKE & COMPANY CAPITAL GROWTH

AMES, IA

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CRD#: 8019421

Professional summary

Paul George Burke, who also goes by Paul G. Burke, Pauly Burke, is a registered financial advisor currently at BURKE & COMPANY CAPITAL GROWTH located in Ames, Iowa.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul G. Burke | Pauly 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 Paul George 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®

None

Experience

Current

January 23, 2025 - Present

BURKE & COMPANY CAPITAL GROWTH

RIA

CRD#: 334304

AMES, IA

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

Iowa
(1/23/2025)

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

IAR

Series 65

Date: 6/29/2023

Uniform Investment Adviser Law Examination

Current Firm

BURKE & COMPANY CAPITAL GROWTH

BURKE & COMPANY CAPITAL GROWTH | BURKE & COMPANY CAPITAL GROWTH, LLC

CRD#: 334304 / SEC#:

Iowa

Registered Investment Advisory firm - (1/13/2025 Approved)

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Contact information

Main Address

Ames, IA

Mailing Address

Phone number

(515) 231-9861

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Paul G. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul George Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURKE & COMPANY CAPITAL GROWTH

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2023

Current Firm

BURKE & COMPANY CAPITAL GROWTH

Contact information

Documents

Red Flags

Company Information

BURKE & COMPANY CAPITAL GROWTH

TRUST BUT VERIFY

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