Sheila Burke, financial advisor Columbus OH
96 score

Sheila Burke

CRD Number: 1176755
Current Firm: Saling, Simms, Associates Inc.

Sheila Burke (CRD# 1176755) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
S And S Enterprises LLC Westerville, OH Apr 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Columbus, OH Jan 2009 - Current 7
Insurance - Non Variable Cols, OH Oct 2006 - Current 10
Allianz Life Insurance Columbus, OH Mar 2005 - Current 11
Church Foundation Committee Westerville, OH Sep 2003 - Current 13
Raymond James Financial Services, Inc. Westerville, OH Jun 1998 - Current 18
Amerus Life Insurance Company Des Moines, IA Oct 1976 - Current 40
Sailing Sims Associates, Inc. Westerville, OH Jun 2009 - Dec 2014 5
Trustee In Church Westerville, OH Sep 2005 - Jun 2008 2
Kitchen & Bath Specialists Sunbury, OH Dec 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Sheila J. Burke
Phone Number: 614-841-1881
Registered State(s):
  • LA
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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