Jeffrey Burke is a CFP-designated registered investment advisor at 7th St. Financial, based in Chaska, MN, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7 clients with $6.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
7th St. Financial offers investment management as part of its Young Professional Program for $100 per month. The firm does not specify fees for investment management outside of this program.
Contact
Jeffrey Burke
Location
Chaska, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
7th St. Financial
State Registrations1 state
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