Michael Killeen has been Owner of Burr Financial Services since August 2022, is a control person of the firm and directly owns between 50% and 75% of it.
Burr Financial Services, LLC is a firm with $138M under management, 159 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Michael Killeen’s longest registration was 10 years at Independent Financial Group, LLC (2012–2022). Before joining Burr Financial Services in 2022, Michael Killeen was registered through Independent Financial Group, LLC and Woodbury Financial Services, Inc.
- Burr Financial Services, LLCCurrent– present · 4 yearsBelton, TX · Adviser representative · Firm CRD 323114
- Independent Financial Group, LLC– · 10 yearsPleasant Hill, CA · Adviser representative · Firm CRD 7717
- Woodbury Financial Services, Inc.– · 3 yearsPleasant Hill, CA · Adviser representative · Firm CRD 421
- FSC Securities Corporation– · 5 yearsWalnut Creek, CA · Adviser representative · Firm CRD 7461
Investment adviser representative registrations
Michael Killeen is registered as an investment adviser representative in 2 states. Each was approved in September 2022.
- CaliforniaSince 30 September 2022
- TexasSince 29 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2000 |
| Series 7 | General Securities Representative Examination | 30 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 June 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 May 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Patrick Killeen
- CRD
- 2048680
- Firm
- Burr Financial Services · CRD 323114
- Role
- Owner
- Office
- Belton, TX
- Registration
- Investment adviser registration
- In the industry since
- June 1990
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Killeen work?
Michael Killeen has been Owner of Burr Financial Services, LLC since August 2022, and is a control person of the firm.
Is Michael Killeen a financial advisor?
Yes. Michael Killeen has a current investment-adviser registration in California and Texas, through Burr Financial Services since September 2022.
How many years of experience does Michael Killeen have?
Michael Killeen has 36 years in the financial industry, since June 1990, across 4 adviser firms.
What exams has Michael Killeen passed?
Michael Killeen has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in May 1990. FINRA credited Michael Killeen with the SIE, which began in October 2018.
Where did Michael Killeen work before Burr Financial Services?
Before Burr Financial Services, Michael Killeen was registered through Woodbury Financial Services, Inc., December 2008 to March 2012; FSC Securities Corporation, April 2003 to December 2008.
Where is Michael Killeen based?
Michael Killeen’s registered office is in Belton, TX.
Is Michael Killeen registered with FINRA?
No. Michael Killeen has no current broker registration.
How can I verify Michael Killeen’s record?
Search CRD 2048680 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Killeen’s full registration record.