Geoffrey Charles Burke
Investment adviser representative at Northwest Asset Management
17 yearsExperience
4 statesRegistered in
$4.1BFirm assets
18 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.
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
17 years in the industry.
- Northwest Asset ManagementDec 2019 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Dec 2019
- Morgan Stanley Smith Barney LLCJun 2009 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (IL, OR, TN, TX).
Northwest Asset Management
Legal name: Nwam, LLC
$4.1BAssets managed
2,776Clients
61Advisers
18 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
- 2510257
- Firm CRD
- 147923