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Timothy Thomas Burdick

Investment adviser representative at Marquette Associates, Inc.
26 yearsExperience
2 statesRegistered in
CFADesignation
$47.1BFirm 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 feeOther

Services the firm offers

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

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

26 years in the industry.

  1. Marquette Associates, Inc.Jun 2000 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (IL, TN).

Marquette Associates, Inc.

$47.1BAssets managed
348Clients
4Advisers
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
4517875
Firm CRD
21572
Advisor's SEC record (opens in a new tab)
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