Michael Killeen
Michael Killeen is a registered investment advisor at Burr Financial Services, LLC, based in Sparks, NV, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 159 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Family and friends may be offered a discounted rate.
Fee Estimator
Location
Sparks, NV
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2012Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Michael is a California insurance agent offering life and long-term care insurance through Trumark Insurance Services, dedicating minimal time to this. He also works as an independent contractor under the DBA Burr Tax and Financial Services for marketing purposes, which is a nearly full-time commitment.
Employment History
Current Registrations
Burr Financial Services, LLC
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Walnut Street Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.