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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Pioneer frontierPioneer fusion +more
- Established Date
- 02-07-2018
- Office Locations
- 1
Office Locations
About 7TH St. Financial
7th Street Financial is a fee-only, fiduciary planning firm based in Chaska, MN, serving Minneapolis-area households and virtual clients nationwide. Founder Jeff Burke, CFP, specializes in pre-retirees, tech professionals, and equity-comp recipients, providing retirement planning and ongoing investment management (primarily via public funds). Differentiator: hands-on college shopping/planning to help families minimize student loan debt; featured in outlets like Kiplinger and Money.
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Investment Themes
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Owner & Executives
Jeffrey Edward Burke
Chief Compliance Officer, Chief Executive Officer, Financial Planner, Founder
- CRD
- #6874617
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,132,989 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,132,989 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,132,989
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,668,450,939 | 68.1% |
| Cash | $781,550,440 | 31.9% |
| Total | $2,450,001,379 | 100.0% |