Rachael Bourke has been an investment adviser representative at Bourke Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners. Rachael Bourke holds a Three associate's degrees from Santa Barbara City College and a Bachelor's Degree in Managerial Economics from Oregon State University.
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.
Rachael Bourke is Planning Consultant of Bourke Wealth Management. She joined the firm in October of 2023 after several years with Fidelity Investments. She brought experience in eMoney, which has served as the firm's primary financial planning software for many years.
Rachael Bourke’s longest registration is the current one, 3 years at Bourke Wealth Management since 2023. Before joining Bourke Wealth Management in 2023, Rachael Bourke was registered through Fidelity Personal and Workplace Advisors.
- Bourke Wealth ManagementCurrent– present · 3 yearsVancouver, WA · Adviser representative · Firm CRD 297957
- Fidelity Personal and Workplace Advisors– · 1 yearVancouver, WA · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Rachael Bourke is registered as an investment adviser representative in California, since October 2023.
- CaliforniaSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 March 2020 |
| Series 7TO | General Securities Representative Examination | 18 February 2020 |
| SIE | Securities Industry Essentials Examination | 6 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Rachael Angeli Bourke
- CRD
- 7203086
- Firm
- Bourke Wealth Management · CRD 297957
- Office
- Vancouver, WA
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bourkewealth.com
Where does Rachael Bourke work?
Rachael Bourke is an investment adviser representative registered through Bourke Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Rachael Bourke a financial advisor?
Yes. Rachael Bourke has a current investment-adviser registration in California, through Bourke Wealth Management since October 2023.
How many years of experience does Rachael Bourke have?
Rachael Bourke has 6 years in the financial industry, since February 2020, across 2 adviser firms.
What exams has Rachael Bourke passed?
Rachael Bourke has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in January 2020.
Where is Rachael Bourke based?
Rachael Bourke’s registered office is in Vancouver, WA.
Is Rachael Bourke registered with FINRA?
No. Rachael Bourke has no current broker registration.
How can I verify Rachael Bourke’s record?
Search CRD 7203086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachael Bourke’s full registration record.
