Kevin
Bourke

Bourke Wealth Management

CRD#1660351
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Kevin Bourke is a certified financial planner and chartered financial consultant based in Santa Barbara, California with a total of 4 years of industry experience. Bourke is an advisor for Bourke Wealth Management. The advisor has gained experience at Lpl Financial, LLC and Bourke Wealth Management, Inc. Bourke holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Bourke Wealth Management is a business that has its headquarters in Santa Barbara, CA. It manages $108 million in assets under management across its 90 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 90 client accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Bourke Wealth Management has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fees billed by Bourke Wealth Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

222 East Canon Perdido Street, Suite 305
Santa Barbara, CA 93101

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Bourke Wealth Management Brokerage Details

Total Assets Under Management

$107,561,667

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

90

CA Average: 3,727
Average Account Size

$1,195,130

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kevin Bourke Work History

Kevin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bourke Wealth Management, Inc

2003 - 2019 (16 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Bourke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bourke Wealth Management

John Lee
Santa Barbara, CA
Kevin Bourke
Santa Barbara, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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