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Michael Francis Burke
Monere Wealth Management, INC.
37 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Estate Planning
Education Planning
Monere Wealth Management, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$771K average
Assets Under Management
$270.0M
Fee Structure
Minimum Investment:
$25K
Investment Management
Planning
Minimum Annual Fee:
$1,000
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Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
Get directions
History
Regulatory History (1)
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Regulatory
January 1990
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 10 yrs 9 mos
Monere Investments, INC.
Broker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
David A. Noyes & Company
August 2008 - June 2015 · 6 yrs 10 mos
David A. Noyes & Company
Broker
March 1996 - June 2015 · 19 yrs 3 mos
Laughlin Group Advisors, INC.
Broker
November 1993 - March 1996 · 2 yrs 4 mos
Abn Amro Investment Services, INC.
Broker
February 1993 - November 1993 · 9 mos
Gna Securities, INC.
Broker
February 1991 - January 1993 · 1 yr 11 mos
Invest Financial Corporation
Broker
March 1989 - December 1990 · 1 yr 9 mos
Allied Capital Group, INC.
Broker
October 1988 - February 1989 · 4 mos
Graystone Nash, INC.
Broker
July 1988 - November 1988 · 4 mos
State Registrations
16 states
AR
CA
CO
FL
IL
IN
LA
MI
NC
NV
OH
SC
TN
TX
WA
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.