Patrick J. Burke
Financial advisor at Lpl Financial LLC
Last updated 2026-10-10
Claim your profilePatrick J. Burke is a financial advisor at Lpl Financial LLC, CRD 5879268. Licenses and exams on the registration: Series 66. IAPD registration began 2017-01-20.
Registration
- CRD number
- 5879268
- Registration status
- Active
- IAPD registration
- 2017-01-20
- Industry Experience
- 9 years
- Work Experience
- 42 years
- States registered
- OH, TX
Licenses and exams
- Series 66
Work history
- 2011-02 to 2016-11 · H.D. Vest Investment Services · Cincinnati, OH
- 1984-07 to Present · Burke Cpas and Advisors · Cincinnati, OH
- 1991-01 to Present · Uasi · Cincinnati, OH
- 2002-02 to Present · Sms Holdings Corporation · Nashville, TN
- 2016-12 to 2025-06 · Avantax Investment Services, Inc. · Cincinnati, OH
- 2010-05 to Present · Dynamic Catholic · Cincinnati, OH
- 1999-06 to Present · James Gettlefinger Family Foundation · Cincinnati, OH
- 2017-01 to 2025-06 · Avantax Advisory Services · Cincinnati, OH
- 2025-06 to Present · Lpl Financial, LLC · Cincinnati, OH
Current employment
- Lpl Financial LLC · Fort Mill, SC
Lpl Financial LLC
- Regulatory AUM
- $819,117,829,825
- Registered advisors
- 23,458
- Offices
- 23,296
- Clients per advisor
- 84.7 (Moderate)
- Average AUM per client
- $412.2K (Low)
- High-net-worth client ratio
- 33.8% (Moderate)
Lpl Financial LLC: advisors, services and reported ETF investments
About
Patrick J. Burke is a financial advisor at Lpl Financial LLC. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 42 years of reported work history. Reported roles include Dynamic Catholic, Sms Holdings Corporation, James Gettlefinger Family Foundation, Uasi, among others.
SEC disclosures list additional business and community activities: 1: Start date:06/3/2025 - concentric wealth management - dba for lpl business (entity for lpl business) - investment related - cincinnati, oh 45202 - 120 hrs/mth - 20 hrs during trading; - time spent:50 2.
Lpl Financial LLC's firm-level Form ADV reports 23,458 advisors across 23,296 offices; approximately 84.7 clients per advisor, average assets per client of $412,241, and regulatory AUM of $819.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Educational Seminars or Workshops, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $318.3B across 1,914 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick J. Burke personally.
Reported ETF positions
LPL Financial reports 1,914 ETF positions worth $318.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $11.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $7.8B |
| SPY — SPDR S&P 500 ETF TRUST | $7.4B |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $5.6B |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $4.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
LPL Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4B | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.3B | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $471.6M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $609.6M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lpl Financial LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Contact
The firm's filed contact details.
Official record
Are you Patrick J. Burke?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.