Matthew Kent Burke

Current Employers

Employment History

• 11/2004 → 01/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2005 → 01/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2004 → 01/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2020 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 01/2020 → Present
  Resource Planning Group
  Fishers, IN
• 09/2025 → Present
  Osaic Wealth Inc
  Fishers, IN

Previous Registrations

• 2020-01-16 → 2025-09-29
  Commonwealth Financial Network
  Fishers, IN
  Waltham, MA
• 2005-03-28 → 2020-01-28
  Cambridge Investment Research Advisors, Inc.
  Fishers, IN
• 2004-11-08 → 2005-03-28
  Cambridge Investment Research, Inc.
  Fishers, IN
• 1998-12-01 → 2004-11-16
  Osaic Fa, Inc.
  Indianapolis, IN

Other Businesses

1. Managing Member/Owner, Resource Planning Group, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 11/01/04; 1% time spent during regular business hours; Conducted at branch; Investment related. 2.Fixed insurance sales, as an Agent, under the name 'Resource Planning Group'; As of 01/16/20; 1% time spent during regular business hours; Conducted at branch; Investment related. 3. Managing Member/Owner, Asher Mattan Real Estate Holdings I, LLC, a private entity est. as a real estate holding company; As of 11/05/2010; 0% time spent during regular business hours; Conducted at branch; Investment related. 4.RESOURCE PLANNING GROUP POSITION: Owner NATURE: Managing member/Owner of Resource Planning Group, LLC, a private entity established to serve as a marketing entity for our local financial services business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2004 ADDRESS: 12574 Promise Creek Lane, Suite 136, Fishers IN 46038, United States DESCRIPTION: Manage business entity including billing, payroll, staff and facility. 5.MATT BURKE - INSURANCE BROKERAGE POSITION: Sole proprietor NATURE: Fixed insurance brokerage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/15/1992 ADDRESS: 12574 Promise Creek Lane, Suite 136, FIshers IN 46038, United States DESCRIPTION: Insurance brokerage for clients 6.ASHER MATTAN REAL ESTATE HOLDINGS I POSITION: owner NATURE: Real estate holding company that was initially established to own the office space where we ran our business. All holdings have been sold, but company remains open and inactive. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2011 ADDRESS: 12574 Promise Creek Lane, Suite 136, Fishers IN 46038, United States DESCRIPTION: No duties at present 7.FAITHFUL SHEPHERD MINISTRIES POSITION: Board member NATURE: Not for profit counseling service INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/20/2024 ADDRESS: 7420 Hopewell Parkway, Carmel IN 46033, United States DESCRIPTION: Quarterly meetings to discuss the governance of this organization

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-25

Designations

Other Names

• Matthew Kent Burke
• Matt K Burke