CB
CFP
CB
CFP

Christian Burke

28 Years of Experience
Fort Myers, FL
Broker

Christian Burke is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Fort Myers, FL

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Christian is involved in several investment-related activities, primarily focused on rental properties and serving as a co-trustee or trustee for various entities. He also works as a sales representative for ThinkTank Sales and Marketing and dedicates a full-time commitment as co-trustee for The HVF Group 401k.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2013 - Present · 13 yrs
Wells Fargo Advisors
May 2013 - Present · 13 yrs
Previous Registrations
Morgan Stanley
July 2010 - June 2013 · 2 yrs 11 mos
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.Broker
May 2003 - June 2009 · 6 yrs 1 mo
Prudential Securities Incorporated
May 1999 - May 2003 · 4 yrs
Prudential Securities IncorporatedBroker
December 1997 - May 2003 · 5 yrs 5 mos
State Registrations11 states
CTFLGAKYMAMINJNYOHPASC
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.
Christian Burke - Financial Advisor | TrueAdvisor