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Marshall Burke

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Marshall Burke

Consultant

LinkedIn

Marshall Burke is a Consultant and Investment Advisor with Qualified Plan Advisors responsible for helping clients execute retirement plan strategies that protect the business, help employees become financially fit for retirement, and manage vendors effectively. That is, helping companies create healthy retirement plans that is part of driving a successful culture.

With over 21 years of experience in the design, communication, administration, and investment lineup development in all market segments with companies nationwide, Marshall has helped hundreds of employers improve the performance of their plans in a cost-effective way. He has worked in retirement consulting and sales with a major 401(k) platform achieving Presidents Club, a consulting/actuarial firm, and a Registered Investment Advisory firm giving him well-rounded experience in the industry with DC & DB plan experience. Clients have included H-E-B Grocery Stores, Freightliner Trucks, Wayne Fueling Solutions (a GE spin-off,) and Hon Hai/FOXCONN Technology.

Marshall enjoys working with companies to take their plan to the next level with sophisticatedly simple investment menus, plan design, employee appreciation, and working effectively with plan administrators. One of his clients was a finalist for Plan Sponsor of the Year by PLANSPONSOR magazine based on his work with the 401(k) plan. He and the QPA team would like nothing more than to take you and your team to Chelsea Piers in NY to be recognized as a finalist, too.

Marshall has a Bachelor of Journalism from The University of Texas, and worked with ABC News for 4 years prior to joining the investment industry. He is a licensed RIA representative, has passed the Series 7, 66, 65, 6 and 63 securities exams, and holds the ASPPA QKA designation.

 

Articles by Marshall Return to Team Page

Marshall Burke

Marshall Burke

Consultant

LinkedIn

Marshall Burke is a Consultant and Investment Advisor with Qualified Plan Advisors responsible for helping clients execute retirement plan strategies that protect the business, help employees become financially fit for retirement, and manage vendors effectively. That is, helping companies create healthy retirement plans that is part of driving a successful culture.

With over 21 years of experience in the design, communication, administration, and investment lineup development in all market segments with companies nationwide, Marshall has helped hundreds of employers improve the performance of their plans in a cost-effective way. He has worked in retirement consulting and sales with a major 401(k) platform achieving Presidents Club, a consulting/actuarial firm, and a Registered Investment Advisory firm giving him well-rounded experience in the industry with DC & DB plan experience. Clients have included H-E-B Grocery Stores, Freightliner Trucks, Wayne Fueling Solutions (a GE spin-off,) and Hon Hai/FOXCONN Technology.

Marshall enjoys working with companies to take their plan to the next level with sophisticatedly simple investment menus, plan design, employee appreciation, and working effectively with plan administrators. One of his clients was a finalist for Plan Sponsor of the Year by PLANSPONSOR magazine based on his work with the 401(k) plan. He and the QPA team would like nothing more than to take you and your team to Chelsea Piers in NY to be recognized as a finalist, too.

Marshall has a Bachelor of Journalism from The University of Texas, and worked with ABC News for 4 years prior to joining the investment industry. He is a licensed RIA representative, has passed the Series 7, 66, 65, 6 and 63 securities exams, and holds the ASPPA QKA designation.

 

Articles by Marshall Return to Team Page

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