MB
CFP
MB
CFP

Matthew Burke

36 Years of Experience
Chesterfield, MO
1 DisclosureBroker

Matthew Burke is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Chesterfield, MO, with 36 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

109 Chesterfield Business Pkwy, Chesterfield, MO, 63005-1233

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2005
Denied
Other Business Activities

Matthew owns commercial real estate and an LLC that owns the office condo, and co-owns other real estate. He also manages his Ameriprise business and is Vice President of JABMB LLC, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 10 mos
Ameriprise Financial Services, LLC
February 1990 - Present · 36 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 1990 - Present · 36 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 1990 - July 2006 · 16 yrs 5 mos
State Registrations42 states
AKALARAZCACODCFLGAHIIAIDILINKSKYLAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors