Mark Bennett Burka

Employer firm

Mendel Money Management Inc CRD 105974

$317M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2005 → 03/2022
  Ziegler Capital Management, Llc
  Chicago, IL
• 04/2022 → Present
  Mendel Money Management Inc.
  Northbrook, IL

Previous Registrations

• 2020-05-28 → 2022-04-08
  Zcm
  Chicago, IL
• 2005-08-09 → 2020-06-01
  Ziegler Capital Management, Llc
  Chicago, IL

Other Businesses

1). NAME OF OBA: INDIAN PEAKS BREWING COMPANY ADDRESS OF OBA: LONGMONT, COLORADO NATURE: CRAFT BREWING COMPANY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF THE BOARD OF DIRECTORS DUTIES: ATTEND MONTHLY TELEPHONIC BOARD MEETINGS START DATE: 01/01/1995 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 2). NAME OF OBA: SUN CREATIVE INVESTMENTS L.P. ADDRESS OF OBA: WASHINGTON, D.C. NATURE: INVESTMENT PARTNERSHIP WITH FAMILY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: PARTNER DUTIES: OVERSEE INVESTMENTS START DATE: 01/01/1992 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 3). NAME OF OBA: BURKA OCEANAGE, LLC ADDRESS OF OBA: FORT LAUDERDALE, FLORIDA NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: OWNER DUTIES: OVERSEE PROPERTY START DATE: 01/01/2003 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 4. NAME OF OBA: ARTEMIS CHAMBER ORCHESTRA ADDRESS OF OBA: WILMETTE, IL 60091-2213 NATURE: NOT FOR PROFIT CHAMBER ORCHESTRA INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF THE ARTMETIS CHAMBER ORCHESTRA ENDOWMENT COMMITTEE DUTIES: SERVE ON THE ENDOWMENT COMMITTEE, HELP WITH OVERSEEING THE ENDOWMENT, MEET AT LEAST QUARTERLY START DATE: 11/06/2025 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 5. NAME OF OBA: KOL ZIMRAH JEWISH COMMUNITY SINGERS ENDOWMENT FUND ADDRESS OF OBA: GLENVIEW, IL 60025 NATURE: NOT FOR PROFIT COMMUNITY MUSIC GROUP INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF KZ ENDOWMENT COMMITTEE DUTIES: SERVE ON ENDOWMENT COMMITTEE AND PARTICIPATE IN MEETINGS START DATE: 10/08/2025 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-27

Designations

• Chartered Financial Analyst