MOK Capital Management
46yrs
Top advisor by experience in Los Altos
2yrs
Patrick Burke
Financial advisor at Ameriprise Financial Services
Patrick Burke is a fiduciary financial advisor in Los Altos, California, with 2 years in the industry. Patrick joined Ameriprise Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Los Altos, and one of 65 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeLos Altos, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Patrick
Los Altos, CAOffice · Get directions Firm main line(612) 671-3131Headquarters: Ameriprise Financial Services · Minneapolis, MN LinkedIn pageAmeriprise Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Patrick Burke. Patrick works from the Los Altos, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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