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Austin David Burke

Advisor at Cetera — Warrenton, MO

Updated today

Credentials

Series 66

Experience

8 years

Location

Warrenton, MO 63383

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,116 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Austin Burke is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been associated with Cetera and its related entities since 2017 and currently serves as owner and financial professional at Burke Financial Advisors. In addition to his advisory work, Burke is a board member of the Greater Warren County Economic Development Council. Cetera Investment Advisers LLC is an SEC-registered firm offering investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with a broad range of program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Warrenton, MO

216 East Main

Warrenton MO 63383

Advisors at this office

2

Most active in

Missouri · Texas

Work history

8 years of industry experience

Burke Financial Advisors, LLC, DBA Burke Financial Advisors

2024 - Present • 2 years

Warrenton, MO

Cetera Financial Specialists LLC

2020 - Present • 6 years

Schaumburg, IL

Cetera

2020 - Present • 6 years

Schaumburg, IL

Cindy J Burke, LLC

2020 - 2024 • 4 years

Warrenton, MO

Cetera Financial Specialists, LLC

2018 - 2020 • 2 years

Schaumburg, IL

Cetera Investment Advisers, LLC

2018 - 2020 • 2 years

Schaumburg, IL

Cindy J Burke, LLC

2017 - 2020 • 3 years

Warrenton, MO

Cetera Financial Specialists, LLC

2017 - 2018 • 1 year

Schaumburg, IL

Cetera Investment Advisers, LLC

2017 - 2018 • 1 year

Schaumburg, IL

Ricoh Americas

2011 - 2017 • 6 years

Fenton, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joshua B

Series 65

Troy, Lincoln, MO

Bockhorst Wealth Strategies LLC

Joshua Bockhorst is a financial advisor with Bockhorst Wealth Strategies LLC in Troy, Lincoln, Missouri. He holds a Series 65 designation and has experience outside of finance working with NorthRoad Church, St. Charles Community College, and Downs Drywall. Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non-discretionary investment advisory services and financial coaching to individual investors, including both non-high-net-worth and high-net-worth clients. The firm combines fundamental and technical analysis with market research to develop long-term investment recommendations and emphasizes client education through scheduled review meetings and written follow-up.

General retirement planning
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Lesley K

CFP®

Moscow Mills, MO

Kilcullin Financial Life Planning, LLC

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Ashley A

CFP®, Series 66

Troy, MO

Sheller Wealth Management, Inc.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Prior to joining Sheller Wealth, Arnold has been affiliated with LPL Financial, LLC since 2017 and holds a leadership role as Vice President at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and uses a primarily long-term investment approach, combining fundamental, technical, and charting analysis to tailor portfolios primarily consisting of equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
user avatar

Gary S

CFP®, Series 63

Troy, MO

Sheller Wealth Management, Inc.

Gary Sheller is a CFP® with 37 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Before founding Sheller Wealth Management in 2017, he spent 11 years at Cutter & Company, Inc. Outside of financial advising, he is involved in operating Oakwind Farms Hunting Preserve, a business he owns in Troy. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and utilizes a primarily long-term investment approach, constructing customized portfolios from equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
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Thomas E

Series 66

Wright City, MO

Creative Planning

Thomas Eastman is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has previously worked at BAM Advisor Services and Edward Jones. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning‑led investment approach featuring low‑cost indexing and buy‑and‑hold strategies, supported by a large advisory team and centralized infrastructure, alongside affiliated legal, trust, and recordkeeping businesses.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Jason P

Series 65, Series 63

Foristell, MO

AE Wealth Management, LLC

Jason Plucinak is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 credentials and possessing 16 years of industry experience. His prior roles include positions at Hilton Private Capital, Hilton Family Office, Wealthforge Securities, and Sequence Financial Specialists, among others. Outside of financial advising, he is involved with Iron Horse Landscape & Excavating, LLC, which he has been associated with for 10 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers services such as 3(21) and 3(38) ERISA support, serving a large number of clients through standardized model and platform solutions.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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