Patrick J. Burke

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2011 → 11/2016
  H.D. Vest Investment Services
  Cincinnati, OH
• 07/1984 → Present
  Burke Cpas And Advisors
  Cincinnati, OH
• 01/1991 → Present
  Uasi
  Cincinnati, OH
• 02/2002 → Present
  Sms Holdings Corporation
  Nashville, TN
• 12/2016 → 06/2025
  Avantax Investment Services, Inc.
  Cincinnati, OH
• 05/2010 → Present
  Dynamic Catholic
  Cincinnati, OH
• 06/1999 → Present
  James Gettlefinger Family Foundation
  Cincinnati, OH
• 01/2017 → 06/2025
  Avantax Advisory Services
  Cincinnati, OH
• 06/2025 → Present
  Lpl Financial, Llc
  Cincinnati, OH

Previous Registrations

• 2017-01-20 → 2025-06-09
  Avantax Advisory Services
  Cincinnati, OH

Other Businesses

1.Start Date:06/3/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Cincinnati, OH 45202 - 120 Hrs/Mth - 20 Hrs During Trading. - Time Spent:50 2.Start Date: 01/01/1991 - United Audit Systems, Inc - Other - Not Investment Related - Cincinnati, OH 45207 - 0 Hrs/Mth -0 Hrs During Trading. - Time Spent:0 3.Start Date: 01/01/1991 - United Audit Systems, Inc - Business Owner - Not Investment Related - Cincinnati, OH 45207 - 10 Hrs/Mth -0 Hrs During Trading. - Time Spent:5 4.Start Date: 01/01/1996 - Adams Landing Firehouse, LLC - Real Estate Rental - Investment Related - Cincinnati, OH 45202 - 10 Hrs/Mth -0 Hrs During Trading. - Time Spent:1 5.Start Date: 06/01/2012 - Author - Author - Not Investment Related - Cincinatti, OH 45206 - 10 Hrs/Mth -0 Hrs During Trading. - Time Spent:10 6.Start Date:07/05/1984 - Burke CPA and Advisors - Business Entity For Tax/Investment Purposes Only - Investment Related - Cincinnati, OH 45202 - 60 Hrs/Mth - 4 Hrs During Trading. - Time Spent:50 7.Start Date:02/01/2002 - Service Management Systems, inc. (SMS Holdings Corporation) - For-Profit Board Member - Not Investment Related - Nashville, TN 37209 - 40 Hrs/Mth - 0 Hrs During Trading. - Time Spent:5 8.Start Date:01/01/1991 - United Audit Systems, Inc. (UASI) - For-Profit Board Member - Not Investment Related - Cincinnati, OH 45207 - 20 Hrs/Mth - 0 Hrs During Trading. - Time Spent:5

Exams

• S66 Uniform Combined State Law Examination
  2011-11-02

Other Names

• Patrick J Burke
• Patrick J. Burke
• Patrick John Burke