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Kenneth Stephen Burek

Investment Adviser Representative at SPC

Troy, MICRD #2356871Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kenneth Stephen Burek is an investment adviser representative with SPC in Troy, MI, where they have been registered since 2010. They have worked in the securities industry since 1993 and have been registered with 3 firms, including AXA Advisors, LLC and The Equitable LIFE Assurance Society of the United States. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
1 state or territory

Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/27/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 6/3/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/7/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/3/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

SPCCurrent
7/6/2010 – Troy, MI
AXA Advisors, LLC
6/4/1993 – 11/19/2008Troy, MI
THE Equitable LIFE Assurance Society OF THE United States
6/4/1993 – 1/5/2000New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sigma Financial Corporation
    Nov 2008 – no end date reportedAnn Arbor, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About SPC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$5,500 (waivable)
Firm's annual rate schedule by assets
  • First $500,0002.50%
  • $500,001 - $750,0001.75%
  • $750,001 - $1,000,0001.50%
  • Greater than $1,000,0001.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
473
Offices listed on AdvisorFinder:
24
Main office:
Ann Arbor, MI
SEC file number:
801-20404

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 7, 2026

View full firm profile

Other advisors at SPC

Showing 12 of 473 in the directory

View SPC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth Stephen Burek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kenneth Stephen Burek (SPC) in Troy, MI - Fees & Credentials