Unclaimed Profile

Daniel James Burke

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio

SIE, Series 4, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65CFP ChFC17 years registeredVANTAGE FINANCIAL GROUP, INC.

6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 4846118Firm CRD# 105950

Profile Verification

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

Identity

Daniel James Burke · CLEVELAND, OH

Registration

CRD #4846118 · VANTAGE FINANCIAL GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VANTAGE FINANCIAL GROUP, INC.

CETERA ADVISOR NETWORKS LLC

Jul 2019 – Feb 2020

CLEVELAND, OH

J.P. MORGAN SECURITIES LLC

Sep 2015 – Jun 2018

Cleveland, OH

PNC INVESTMENTS

Apr 2013 – Aug 2015

CLEVELAND, OH

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

May 2012 – Apr 2013

CLEVELAND, OH

AXA ADVISORS, LLC

May 2011 – Apr 2012

CLEVELAND, OH

VALMARK ADVISERS, INC.

May 2010 – May 2011

AKRON, OH

NATCITY INVESTMENTS, INC.

Dec 2008 – Jun 2009

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 3, 2008

Years registered · 17

Professional designations · CFP, ChFC

Disclosure History

2016Financial·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

VANTAGE FINANCIAL GROUP, INC.

CRD 105950 · SEC 801-33485

AUM

$720M

Regulatory assets under management

Employees

2,461 client accounts

Services offered by VANTAGE FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel James Burke offer?

Daniel James Burke specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel James Burke's credentials?

Daniel James Burke holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel James Burke located?

Daniel James Burke is based in CLEVELAND, Ohio, last registered with VANTAGE FINANCIAL GROUP, INC..

How does Daniel James Burke charge for services?

Daniel James Burke's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE FINANCIAL GROUP, INC.?

VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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