Michael Patrick Killeen
Financial advisor at Burr Financial Services, LLC · Sparks, NV
Last updated 2026-10-10
Claim your profileMichael Patrick Killeen is a financial advisor at Burr Financial Services, LLC in Sparks, NV, CRD 2048680. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-04-22.
Registration
- CRD number
- 2048680
- Registration status
- Active
- IAPD registration
- 2003-04-22
- Industry Experience
- 23 years
- Work Experience
- 14 years
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2012-03 to 2022-09 · Independent Financial Group · Pleasant Hill, CA
- 2022-09 to Present · Burr Financial Services, LLC · Sparks, NV
Current employment
- Burr Financial Services, LLC · Sparks, NV
Burr Financial Services, LLC
- Regulatory AUM
- $138,061,061
- Registered advisors
- 3
- Offices
- 3
- Average AUM per client
- $868.3K (Low)
- High-net-worth client ratio
- 34.0% (Moderate)
Burr Financial Services, LLC: advisors, services and reported ETF investments
About
Michael Patrick Killeen is a financial advisor at Burr Financial Services, LLC in Sparks, NV. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 14 years of reported work history. Reported roles include Independent Financial Group.
SEC disclosures list additional business and community activities: (1) Trumark Insurance Services Position: Agent/representative Nature: Insurance Outside Of Ifg Investment Related: Yes Number Of Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2010 Address: 711 George Wilson Rd Belton Tx 76513 Description: Ca Insurance Agent Offering Sales Of Life And Ltc Insurance Through Trumark Insurance Services.
Burr Financial Services, LLC's firm-level Form ADV reports 3 advisors across 3 offices; approximately 53.0 clients per advisor, average assets per client of $868,309, and regulatory AUM of $138.1M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Burr Financial Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
Sparks, NV
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 925-676-6007
Official record
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