Broker Check
Thomas A Burke, CFP®, ChFC®

Thomas A Burke, CFP®, ChFC®

Chief Executive Officer | Private Wealth Advisor

Interests

 

Patty and I enjoy Nathan’s college experiences (as much as we really want to know that is) as a 3rd year Mizzou student and Alayna's senior year in high school.  They are lucky to be smart like their mother.  During the Pandemic we maintain a tight bubble and have truly enjoyed extra time adulting with our children.   We typically have fun traveling together and being adventurous albeit more local these days.  I enjoy fly fishing in Missouri and Colorado and Patty enjoys her time with friends and keeping us all in line at home.  We enjoy talking to clients and keeping in touch often.  When we can get back to seeing each other face to face it will be even more enjoyable. 

Community Participation

Areas of Focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

    Awards & Recognition

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020
    • Barron’s® Top 1,200 Financial Advisors, 2016-2019
    • Financial Times Top 400 Financial Advisers, 2018-2020
    • Ameriprise Chairman's Advisory Council, 2016-2017
    • Ameriprise Circle of Success, 1994-2018

    Qualifications

    • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
    • ChFC® Chartered Financial Consultant®

    Education

    • University of Missouri St. Louis - Bachelor of Science, Finance

     

    Award Disclosures

    The Forbes/SHOOK Best-In-State Advisors list spotlights more than 4,000 top advisors across the country. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.   SHOOK Research evaluated candidates on five criteria:  in-person interviews, industry experience, compliance records, revenue produced, and assets under management.  The award may not be representative of any one client’s experience.  The award is not indicative of the investment advisor’s future performance.  The advisor does not pay a fee to be a recipient of the award.

    Barron's Magazine Top 1200 Advisors in America are chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the adviser's team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative of the advisor's future performance.

    The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

    Ameriprise awards based on verified production, compliance, length of service and client service requirements.