Michael Edward Burke

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• 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

• 04/2011 → Present
  Principal Funds Distributor, Inc.
  Miami, FL

Previous Registrations

• 2005-09-20 → 2006-10-25
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ

Other Businesses

1) Access/supervised person of Principal Global Investors, LLC, and will perform certain functions for Principal Global Investors and its affiliates. 2) MEB 2024 LLC. Sole Member. Passive income. 2385 NW Executive Center Drive Ste 100 Boca Raton, FL 33431. 0 hrs per month, 0 hrs during trading. Not investment related. Effective 05/01/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-27
• S66 Uniform Combined State Law Examination
  2005-09-19

Other Names

• Mike Burke
• Michael E Burke