Matthew Kent Burke
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Resource Planning GroupJan 2020 to now
- Commonwealth Financial NetworkJan 2020 to Sep 2025
- Cambridge Investment Research Advisors, Inc.Mar 2005 to Jan 2020
- Cambridge Investment Research, Inc.Nov 2004 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (IN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1853516
- Firm CRD
- 23131