Best Investors Account Sign in

Thomas Joseph Burke

Osaic Wealth, Inc.

Cedar Rapids, IA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-11-02
TX RA APPROVED_RES 2018-11-02
  • IA RA
    APPROVED
    Since 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2018-11-02

Branch Locations

4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vinton Shellsburg Girls Basketball Class Vinton IA 12/2014 07/2023
Signator Investors, Inc. Cedar Rapids IA 05/2016 11/2018
Royal Alliance Associates, Inc. Cedar Rapids IA 11/2018 09/2023
Osaic Wealth, Inc. Cedar Rapids IA 09/2023 Present
  • 12/2014 → 07/2023
    Vinton Shellsburg Girls Basketball Class
    Vinton, IA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Cedar Rapids, IA
  • 11/2018 → 09/2023
    Royal Alliance Associates, Inc.
    Cedar Rapids, IA
  • 09/2023 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Cedar Rapids, IA
    Rochester, MN
  • 2005-07-26 → 2016-05-13
    Cedar Rapids, IA
    Rochester, MN
    Cedar Rapids, IA
Other Businesses

1. WEALTH STRATEGIES INC POSITION: President / Owner NATURE: Tax filing entity for business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 4840 N River Blvd NE, Cedar Rapids IA 52411, United States DESCRIPTION: Accounting for business 2. STRELLNER FINANCIAL GROUP -SECURITIES POSITION: Financial Advisor NATURE: Agency Unit INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/15/2000 ADDRESS: 4840 N River Blvd, Cedar Rapids IA 52411, United States DESCRIPTION: DBA name for securities 3. STRELLNER FINANCIAL GROUP - FIXED POSITION: Sales Rep NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2019 ADDRESS: 4840 N River Blvd NE, Cedar Rapids IA 52411, United States DESCRIPTION: Helping clients solve their insurance needs 4. VINTON SHELLSBURG SCHOOL BOARD PRESIDENT POSITION: Board President NATURE: School District INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2021 ADDRESS: 1502 C Ave, Vinton IA 52349, United States DESCRIPTION: Approve policy, budgets, disciplineand as President sign contracts. My name we be on school checks, however I do not have any access to checks or accounts. They are all processed through the business manager Brenda Barkdoll.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-01
S63 Uniform Securities Agent State Law Examination 2000-08-04
  • S65 Uniform Investment Adviser Law Examination
    2005-07-01
  • S63 Uniform Securities Agent State Law Examination
    2000-08-04
Other Names
  • Tom Burke

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor