Jeff Edward Burke
Advisor at 7th St. Financial — Chaska, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
8 years
Location
Chaska, MN
7th St. Financial
Independent
Total advisors
1Clients per advisor
22 TypicalAvg AUM per client
$596,954 TypicalHNW client ratio
32% HighMy mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want.
Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans.
As an advisor, I have several primary roles I need to perform for my clients.
The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring
$200
Minimum annual fee of $3000. Once combined income and assets hits $1 million the fee is $4000 per year and increases by $1000 per year for every additional $250,000 of income/assets.
Chaska, MN
Chaska MN
Advisors at this office
1
Minnesota
8 years of industry experience
7th St. Financial
2017 - Present • 9 years
Eden Prairie, MN
university of Georgia
2016 - 2017 • 1 year
Athens, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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