Kevin Michael Burke
Investment adviser representative at Guggenheim Investments
10 yearsExperience
1 stateRegistered in
$8BFirm assets
54 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Guggenheim InvestmentsApr 2021 to now
- Guggenheim Funds Distributors, LLCMar 2021 to now
- Conifer Bay Capital LLCMay 2020 to Mar 2021
- Northern Trust CorporationOct 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Guggenheim Investments
Legal name: Security Investors, LLC
$8BAssets managed
107Clients
43Advisers
54 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
- 4486623
- Firm CRD
- 105477