Kristopher Burak, financial advisor Lansing MI
93 score

Kristopher Burak

CRD Number: 4509853
Current Firm: Rehmann Financial

Kristopher Burak (CRD# 4509853) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 15 years of experience in the finance industry.

Similar Advisors
Mae Luchetti, financial advisor Lansing MI
Mae Luchetti
CRD# 4203639
Edward Jones
Score
100
Similar Advisors
Michael Cantor, financial advisor Lansing MI
Michael J. Cantor
CRD# 3187127
Commonwealth Financial Network
Score
98
Similar Advisors
Jeffrey Hollenbeck, financial advisor Lansing MI
Jeffrey J. Hollenbeck
CRD# 5910417
Ryzome Investment Advisors
Score
98
Company Name Location Dates Years
Royal Alliance Associates Lansing, MI Feb 2010 - Current 7
Rehmann Financial Lansing, MI Aug 2008 - Current 9
Triad Advisors, Inc. Norcross, GA Aug 2008 - Feb 2010 1
Rehmann Financial Lansing, MI Jan 2007 - Aug 2008 1
Laingsburg High School Laingsburg, MI Aug 2006 - Aug 2007 1
Cambridge Group Investments, Ltd. East Lansing, MI Feb 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Kristopher M. Burak
Phone Number: 517-316-2400
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    3,709
    MILLIONS
  • Total Number of Accounts
    5,028
    ACCOUNTS
  • Average Account Value
    $737,743
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Kristopher Burak and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.