Jeffrey Burke (CRD# 6874617) is an Investment Advisor Representative working at 7th St. Financial in Fort Collins, CO and has over 6 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 7th St. Financial | Eden Prairie, MN | Nov 2017 - Current | 6 |
| University Of Georgia | Athens, GA | May 2016 - Nov 2017 | 1 |
| N/a | Eden Prairie, MN | Jan 2016 - May 2016 | < 1 |
| Land O'lakes | Arden Hills, MN | Sep 2011 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- MN
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$181,339
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.