Kevin Bourke has been President and Chief Compliance Officer of Bourke Wealth Management since July 2018, is a control person of the firm and directly owns under 5% of it.
Bourke Wealth Management is a Santa Barbara, CA firm with $141M under management, 97 clients and 4 advisers in one office, as of its February 2026 filing.
Kevin Bourke is Wealth Manager and founder of Bourke Wealth Management. He is the author of the book Make Your Money Last a Lifetime and has worked in the field of financial management since 1987. He has taught a financial planning curriculum at the University of California Santa Barbara and has contributed to media outlets including ABC News/KEYT.
Kevin Bourke’s longest registration was 16 years at LPL Financial LLC (2003–2019). Before joining Bourke Wealth Management in 2019, Kevin Bourke was registered through LPL Financial LLC.
- Bourke Wealth ManagementCurrent– present · 7 yearsSanta Barbara, CA · Adviser representative · Firm CRD 297957
- LPL Financial LLC– · 16 yearsSanta Barbara, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Bourke Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Kevin Bourke is registered as an investment adviser representative in California, since August 2019.
- CaliforniaSince 30 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 February 2003 |
| Series 3 | National Commodity Futures Examination | 16 January 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 1994 |
| Series 7 | General Securities Representative Examination | 29 August 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Robert Bourke
- CRD
- 1660351
- Firm
- Bourke Wealth Management · CRD 297957
- Role
- President and Chief Compliance Officer
- Office
- 222 EAST CANON PERDIDO STREET,, SUITE 305, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- September 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bourkewealth.com
Where does Kevin Bourke work?
Kevin Bourke has been President and Chief Compliance Officer of Bourke Wealth Management since July 2018, and is a control person of the firm.
Is Kevin Bourke a financial advisor?
Yes. Kevin Bourke has a current investment-adviser registration in California, through Bourke Wealth Management since August 2019.
How many years of experience does Kevin Bourke have?
Kevin Bourke has 36 years in the financial industry, since September 1990, across 2 adviser firms.
What exams has Kevin Bourke passed?
Kevin Bourke has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 3 and Series 24. The earliest, the Series 7, was passed in August 1994. FINRA credited Kevin Bourke with the SIE, which began in October 2018.
Where is Kevin Bourke based?
Kevin Bourke’s registered office is in Santa Barbara, CA.
Is Kevin Bourke registered with FINRA?
No. Kevin Bourke has no current broker registration.
Is Kevin Bourke a CFP?
Bourke Wealth Management lists Kevin Bourke with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kevin Bourke CFP®, ChFC® biography, bourkewealth.com
How can I verify Kevin Bourke’s record?
Search CRD 1660351 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Bourke’s full registration record.