Keaton Burke

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 09/2022
  City Of Plano
  Plano, TX
• 02/2020 → 02/2021
  Independent Financial Partners
  Tampa, FL
• 11/2021 → 04/2023
  Cfg Advisors Llc
  Frisco, TX
• 08/2021 → Present
  Burke Real Estate Holdings, Llc
  Plano, TX
• 08/2021 → Present
  Bream Llc
  Joplin, MO
• 06/2019 → 01/2020
  Mergent Group
  Dallas, TX
• 05/2023 → 11/2025
  Oliver Lagore Vanvalin Investment Group, Inc.
  Flint, MI
• 11/2025 → Present
  Eversource Wealth Advisors, Llc
  Mckinney, TX

Previous Registrations

• 2023-05-10 → 2025-11-14
  Oliver Lagore Vanvalin Investment Group, Inc.
  Frisco, TX
  Flint, MI
• 2021-11-18 → 2023-07-03
  Cfg Advisors Llc
  Frisco, TX
• 2020-02-06 → 2021-02-24
  Independent Financial Partners
  Tampa, FL
  Frisco, TX

Other Businesses

Unless otherwise specified below, the following outside business activities are conducted from 7330 State Highway 121; Ste. 333, McKinney, Texas 75070: (1) Name of Business: Burke Real Estate Holdings, LLC; Investment Related: No; Nature: rental real estate; Position/Title: Owner/President; Start Date: August 2021; Approximate Number of Hours/Month: 2 hours/month outside of trading hours; Duties: Keaton manages rental property cash flows, manages utilities and oversees property management company's duties. (2) Name of Business: BREAM LLC; Investment Related: No; Nature: rental real estate; Position/Title: Owner/President; Start Date: August 2021; Approximate Number of Hours/Month: 2 hours/month outside of trading hours; Duties: Keaton manages rental property cash flows, manages utilities and oversees property management company's duties. (3) Since February 2020, Keaton has been a licensed insurance agent selling non-variable insurance products. This business is an investment related activity, and he spends approximately 10 hours per month during trading hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-25

Other Names

• Keaton Burke
• Keaton Alexander Burke