Daniel Patrick Burke
Investment adviser representative at Generational Financial Partners, LLC
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Generational Financial Partners, LLCNov 2018 to now
- Burke Financial Group, LLCSep 2014 to now
- Eagle Strategies LLCJul 2014 to Aug 2026
- New York Life Insurance Co.Jun 2009 to Aug 2026
- Nylife Securities LLCJun 2009 to Aug 2026
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Generational Financial Partners, LLC
$0Assets managed
0Clients
7Advisers
Under 1 yearIn 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
- 5677028
- Firm CRD
- 343503