Michael Brent Buroker

Current Employers

Employment History

• 12/2012 → 03/2017
  Tiaa-Cref Individual & Institutional Services, Llc
  Carmel, IN
• 12/2012 → 03/2017
  Tiaa
  Carmel, IN
• 03/2017 → 05/2022
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 03/2017 → 05/2022
  Schwab Private Client Investment Advisory, Inc.
  Indianapolis, IN
• 06/2022 → Present
  Key Investment Services Llc
  Brooklyn, OH
• 06/2022 → Present
  Key Bank Na
  Indianapolis, IN

Previous Registrations

• 2017-03-15 → 2022-05-24
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2013-02-07 → 2017-03-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Carmel, IN
• 2011-04-19 → 2011-11-15
  Hufford Financial Advisors, Llc
  Indianapolis, IN
• 2008-07-11 → 2008-12-31
  State Farm Investment Management Corp.
  Fortville, IN
• 2003-01-16 → 2005-02-18
  Mml Investors Services, Llc
  Birmingham, AL
• 1999-01-12 → 2003-01-14
  Ubs Financial Services Inc.
  Birmingham, AL

Other Businesses

DYE'S WALK COUNTRY CLUB POSITION: null NATURE: Voluntary leadership of a 501(c)(7) golf and social club, including the social committee INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2024 ADDRESS: 2080 S SR 135, Greenwood IN 46143, United States DESCRIPTION: I am an elected, voluntary, non-paid board member of a member-owned golf and social club in Greenwood, Indiana that operates as a 501(c)(7) organization. I currently serve on the executive committee as the vice president and also as chairman of the social committee. We meet monthly as a board, as does the social committee, and discuss strategic business and events, then leading the entity's full-time staff members to implement these initiatives.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-14
• S65 Uniform Investment Adviser Law Examination
  1998-10-14

Designations

Other Names

• Brent Buroker