Unclaimed Profile

Michael Patrick Killeen

BURR FINANCIAL SERVICES, LLC·PLEASANT HILL, California

SIE, Series 6, Series 7, Series 63, Series 6523 years registeredBURR FINANCIAL SERVICES, LLC

367 CIVIC DRIVE, PLEASANT HILL, CA 94523CRD# 2048680Firm CRD# 323114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Patrick Killeen · PLEASANT HILL, CA

Registration

CRD #2048680 · BURR FINANCIAL SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BURR FINANCIAL SERVICES, LLC

Sep 2022 – present

INDEPENDENT FINANCIAL GROUP, LLC

Mar 2012 – Sep 2022

PLEASANT HILL, CA

WOODBURY FINANCIAL SERVICES, INC.

Dec 2008 – Mar 2012

PLEASANT HILL, CA

FSC SECURITIES CORPORATION

Apr 2003 – Dec 2008

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 22, 2003

Years registered · 23

Disclosure History

2012Customer Dispute·Denied

2006Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BURR FINANCIAL SERVICES, LLC

CRD 323114 · SEC 801-126646

AUM

$118M

Regulatory assets under management

Employees

331 client accounts

Services offered by BURR FINANCIAL SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BURR FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Patrick Killeen offer?

Michael Patrick Killeen specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANT HILL, California for a consultation.

What are Michael Patrick Killeen's credentials?

Michael Patrick Killeen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Patrick Killeen located?

Michael Patrick Killeen is based in PLEASANT HILL, California, working with BURR FINANCIAL SERVICES, LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.

How does Michael Patrick Killeen charge for services?

Michael Patrick Killeen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BURR FINANCIAL SERVICES, LLC?

BURR FINANCIAL SERVICES, LLC has approximately 3 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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