John Burke
John Burke is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Orchid, FL, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
Orchid, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2005Other Business Activities
John is a business owner at Academy for Professional Education, providing seminars since 2022. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.