Kevin Robert Bourke

Employer firm

Bourke Wealth Management CRD 297957

$141M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2003 → 08/2019
  Lpl Financial, Llc
  Santa Barbara, CA
• 08/2019 → Present
  Bourke Wealth Management, Inc.
  Santa Barbara, CA

Previous Registrations

• 2003-01-21 → 2019-09-18
  Lpl Financial Llc
  Santa Barbara, CA

Other Businesses

(1) 09/10/2012: No Business Name - Author - Not Investment Related - At Reported Business Location(s) - 3% Time Spent - I'm writing and selling compliance approved books that will be used to promote my wealth management practice and vice versa.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-07
• S63 Uniform Securities Agent State Law Examination
  1994-09-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant