Geoffrey
Burke

Northwest Asset Management

CRD#2510257
Investment Advisor
in Hood River, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Geoffrey Burke is a financial advisor based in Hood River, Oregon, who has been in the advisory business for 13 years. Burke is currently employed by Northwest Asset Management. Over the course of their career, Burke has held roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A and Northwest Asset Management. Burke has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oregon and Washington. Northwest Asset Management is a financial advisory business headquartered in Hood River, Oregon. The firm has offices in 34 locations and a total of 53 advisors. It handles $3 billion in assets across its 8,139 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 8,139 client accounts, 28% belong to high-net-worth investors who have greater than $1 million in investable assets. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules typically vary depending on the financial services. Fee types charged by Northwest Asset Management most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Hood River, OR

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,232,723,892

OR Average: $3,566,627,242
Total Number of Employees

53

OR Average: 46
Total Number of Accounts

8,139

OR Average: 1,499
Average Account Size

$397,189

OR Average: $2,379,338

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Geoffrey Burke Work History

Geoffrey has 13 years of experience.

2019 - Present (3 years)

Northwest Asset Management

2015 - 2019 (4 years)

Morgan Stanley Private Bank, N.A

2009 - 2019 (10 years)

Morgan Stanley Smith Barney LLC

Disclosures

Geoffrey Burke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Asset Management

Carolina Ortiz
Mercer Island, WA
Loren Deshon
Mercer Island, WA
Joseph Peters
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
William Farrell
Louisville, KY
Maria Callaghan
Manchester, NH
Thomas Whitehead
Mercer Island, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started