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Michael Francis Burke

Monere Wealth Management, Inc.

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About Michael Francis Burke

Michael Francis Burke is a financial advisor with over 30 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative and holds Series 4, 7, 63, and 66 licenses. Michael is currently registered with Monere Wealth Management, Inc., and previously worked with David A. Noyes & Company. Michael has experience working with high-net-worth individuals, corporations, and charitable organizations. Michael specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Michael Burke is currently registered with Monere Wealth Management, Inc.. Monere Wealth Management, Inc. is an investment advisory firm headquartered in Schaumburg, IL. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $270 million in assets and has a team of 10 investment advisor representatives.
Monere Wealth Management, Inc.

20 N. MARTINGALE ROAD

SCHAUMBURG, IL 60173

$270.00M

Assets Under Management

350

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Michael Burke’s Registration & Firm History

IL

01/10/2023 - Present

Monere Wealth Management, Inc. (SCHAUMBURG IL)

IL

03/26/1996 - 06/02/2015

DAVID A. NOYES & COMPANY (OAK PARK IL)

NE

11/09/1993 - 03/26/1996

LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)

IL

02/24/1993 - 11/09/1993

ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)

VA

02/05/1991 - 01/26/1993

GNA SECURITIES, INC. (GLEN ALLEN VA)

WI

03/15/1989 - 12/31/1990

INVEST FINANCIAL CORPORATION (APPLETON WI)

NA

10/31/1988 - 02/23/1989

ALLIED CAPITAL GROUP, INC.

NA

07/19/1988 - 11/03/1988

GRAYSTONE NASH, INC.

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Licenses & Designations

BOTH

Issued 08/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/1988

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Francis Burke. Review regulatory record here.
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