Kevin Burke (CRD# 2011787) is an Investment Advisor Representative working at Cherry Creek Family Offices in Denver, CO and has over 27 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cherry Creek Family Offices | Denver, CO | Apr 2022 - Current | 2 |
| Victory Park Capital | Chicago, IL | Nov 2018 - Apr 2022 | 3 |
| Not Employed - Extended Travel | Wilnett, IL | Sep 2018 - Oct 2018 | < 1 |
| University Of Notre Dame | Notre Dame, IN | May 2016 - Aug 2018 | 2 |
| Not Employed - Extended Travel | Old Greenwich, CT | Feb 2016 - May 2016 | < 1 |
| Conatus Capital | Greenwich, CT | Jul 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CO
-
Total Assets Under Management1,639MILLIONS
-
Total Number of Accounts1,099ACCOUNTS
-
Average Account Value$1,491,716
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, NY, TX
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