William D Burk

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Tucson, AZ

Previous Registrations

• 2000-05-26 → 2005-02-08
  Ubs Financial Services Inc.
  Tucson, AZ

Other Businesses

MOUNTAIN HOUSES I, LLC, INV RELATED; TUCSON,AZ, LLC USED FOR RENTAL PROPERTY; 37.5% OWNERSHIP; START DATE 06/16/2025; 3 HRS/MTH; 0 HOURS DURING TRADING HOURS| ACADEMY LOFTS, LLC, TUCSON, AZ 95704, LLC IS RENOVATING/CONVERTING AN HISTORIC BUILDING TO RESIDENTIAL LOFTS FOR SALE IN THE DOWNTOWN TUCSON AREA,PASSIVE INVESTOR, PROJECT STARTED NOVEMBER 2004.;| MCLOVIN VENTURES LLC, INVESTMENT RELATED, TUCSON, AZ; 25% OWNERSHIP; RENTAL PROPERTY; START DATE 09/08; 0 HRS PER MONTH.;| ROC 1 LLC, INVESTMENT RELATED, TUCSON, AZ; 12.5% OWNERSHIP; RENTAL PROPERTY; START DATE 09/08; 0 HRS PER MONTH.; INACTIVE LAW LICENSE, NOT INVESTMENT RELATED.;| ENCANTO KIDS, LLC; INV. RELATED; TUCSON, AZ; ASSETS FROM FAMILY TRUST; 25% OWNERSHIP; START DATE 5/1/2016; 1 HR PER MONTH; 0 HRS DURING TRADING.;| BURK HALL & CO, LLC, INVT RELATED, TUCSON, AZ, 60% OWNERSHIP, START DATE 11/25/2019, 200 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.;| SIVILLI CAPITAL MANAGEMENT, LLC, INVT RELATED, TUCSON, AZ, 66.7% OWNERSHIP, START DATE 11/25/2019 / 200 HRS PER MONTH, 8 HRS DURING TRADING, FOR FINET PRACTICE.;| WDB SQUARED, LLC, INV RELATED, TUCSON, AZ, 100% OWNERSHIP, START: 1/9/2023, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.| BHC LEGACY, LLC, INVT RELATED, TUCSON, AZ, 60% OWNERSHIP, START DATE 3/27/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.;| BURK HALL HOLDCO, LLC, INVT RELATED, TUCSON, AZ, 60% OWNERSHIP, START DATE 6/6/2023, 0 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY - 323; INV RELATED;TUCSON,AZ; RENTAL;50% OWNERSHIP; START DATE: 07/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; DIGA MI NOMBRE LLC ; INV RELATED;TUCSON,AZ; RENTAL REAL ESTATE INVESTMENT;50% OWNERSHIP; START DATE: 06/22/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1999-07-27

Other Names

• Bill Burk