Zachary M 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

• 09/2013 → 10/2022
  Tiaa
  Evanston, IL
• 09/2013 → 10/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Evanston, IL
• 10/2022 → 12/2022
  Bmo
  Chicago, IL
• 12/2022 → Present
  Lpl Financial Llc
  Chicago, IL
• 12/2022 → Present
  Bmo Harris Bank
  Chicago, IL

Previous Registrations

• 2014-02-07 → 2022-09-28
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
  Evanston, IL

Other Businesses

1)12/12/0222 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/20/2026-Sherwood Lakehouse LLC-Owner, property manager-Real Estate Rental-Not inv related-At Nekoosa, WI-Start date 03/01/2026-10hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-02-07
• S63 Uniform Securities Agent State Law Examination
  2011-05-19

Designations

• Certified Financial Planner