CB
CFP

Christopher James Burke

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

680 Craig Road, Suite 201, St. Louis, MO, 63141

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is involved in several outside business activities, including RBF Wealth Advisors (RIA) where he dedicates full-time hours, and Roman Butler Fullerton DBA, where he is paid as a sole proprietor for investments, insurance, and financial planning, also full-time. He also dedicates minimal time to the Jared Burke Foundation and The Covering House, and is involved in his wife's business and Wiser Advisor LLC.

Employment History
Current Registrations
Private Client Services, LLC Broker
June 2023 - Present · 2 yrs 7 mos
Rbf Wealth Advisors
August 2010 - Present · 15 yrs 5 mos
Previous Registrations
Triad Advisors LLCBroker
July 2010 - July 2023 · 13 yrs
Renaissance Financial Corporate Education LLC
April 2005 - December 2007 · 2 yrs 8 mos
Securian Financial Services, INC.
October 2001 - August 2010 · 8 yrs 10 mos
Rf Advisors LLC
December 1998 - October 2004 · 5 yrs 10 mos
Securian Financial Services, INC.Broker
September 1992 - August 2010 · 17 yrs 11 mos
State Registrations7 states
CAGAILMOMTSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.