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Kevin William Burke

Investment adviser representative at Cherry Creek Family Offices
10 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Cherry Creek Family OfficesApr 2022 to now
  2. Victory Park CapitalNov 2018 to Apr 2022
  3. Not Employed - Extended TravelSep 2018 to Oct 2018
  4. University of Notre DameMay 2016 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CO).

Cherry Creek Family Offices

Legal name: Cherry Creek Family Offices, LLC

$2BAssets managed
26Clients
6Advisers
15 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
2011787
Firm CRD
156310
Advisor's SEC record (opens in a new tab)
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