Jack Daniel Burk

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Arete Wealth Management Llc
  Chicago, IL
• 06/2008 → Present
  Arete Wealth Adviors, Llc
  Chicago, IL

Previous Registrations

• 2004-10-22 → 2008-07-02
  Ameriprise Financial Services, Llc
  Chicago, IL
  Rosemont, IL

Other Businesses

BURK & CARLSON LLC: ENTITY TO PAY ADMINISTRATIVE BILLS; OWNER. PFS: RIA; EMPLOYEE; 626 BUSSE HWY, PARK RIDGE IL 60068; INVESTMENT RELATED; START DATE = 02/2021; 120 HRS/MTH.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-21

Other Names

• Jacky Daniel Burk