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Dakota Lawrence Burke

Towers Watson Investment Services, Inc.

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About Dakota Lawrence Burke

Dakota Lawrence Burke is a registered investment advisor representative at Towers Watson Investment Services, Inc. Dakota Burke has been in the industry since May 1, 2018. Dakota Burke has a Series 63, Series 3, Series 7TO and SIE licenses. Dakota Burke is licensed to provide investment advice in 52 states and the District of Columbia, and is also registered in Texas as an investment advisor representative. Dakota Burke is currently employed at Willis Towers Watson in Atlanta, GA as a Director - Investments. Dakota Burke is actively registered with both the Broker-Dealer and Investment Advisor registration scopes. Dakota Burke has one previous employment with Aon Hewitt Investment Consulting.

Firm Information

Dakota Burke is currently registered with Towers Watson Investment Services, Inc.. Towers Watson Investment Services, Inc. is an investment advisor headquartered in CHICAGO, IL. The firm manages $51,371,522,113 in regulatory assets under management. Towers Watson Investment Services, Inc. primarily serves pension and profit sharing plans and state or municipal government entities. They offer a variety of advisory services including pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Towers Watson Investment Services, Inc.

233 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$51.37B

Assets Under Management

118

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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see schedule d, miscellaneous, for a description of other advisory services

See schedule d, miscellaneous, for a description of other advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee based on a percentage of assets advised on

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Dakota Burke’s Registration & Firm History

GA

05/02/2018 - Present

Towers Watson Investment Services, Inc. (Atlanta GA)

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Licenses & Designations

BC

Issued 01/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2023

Series 3 - National Commodity Futures Examination

BC

Issued 12/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dakota Lawrence Burke.
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