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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Keith-Burke

    Keith Burke

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    • DC
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    Keith Burke brings 30 years of Wealth Management experience - currently overseeing over $300 million of client assets. Before UBS, Keith served as a financial advisor at Piper, Jaffray & Hopwood.

    Keith employs a comprehensive approach to high level wealth planning for both corporate and personal financial goals. He has significant experience in assisting clients implement retirement funds and long-term investing strategies. Additionally, Keith has a deep understanding of corporate plans ranging from Stock Options to Rule 144 Restricted Stock to Pre-IPO Planning. 

    As a member of the UBS President's Council, he is recognized as one of the leading Financial Advisors in the industry.

    He is a graduate of Carleton College where he earned a degree in Economics with a concentration of Science, Technology & Public Policy.

    Outside of advising clients, Keith enjoys skiing out west, playing lacrosse and spending time with his daughter and dog.  

    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Carleton College, Economics
      681 East Lake Street
      Wayzata, MN 55391
      keith.burke@ubs.com
      Keith Burke
      681 East Lake Street,Wayzata,MN,55391
    • Andre-Kiernan

      Andrew Kiernan

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • LA
      • MN
      • MO
      • MT
      • NC
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • WA
      • WI

            681 East Lake Street
            Wayzata, MN 55391
            andrew.kiernan@ubs.com
            Andrew Kiernan
            681 East Lake Street,Wayzata,MN,55391
          • Laurie-Knutson

            Laurie Knutson

            Senior Registered Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • IN
            • KY
            • LA
            • MI
            • MN
            • MO
            • NC
            • NJ
            • NM
            • NY
            • OH
            • OR
            • PA
            • TN
            • TX
            • VA
            • WA
            • WI
            • WY

            Laurie Knutson began working at UBS in 1988 as the Branch Office Administrator and in 2008 joined the Burke Investment Group as a Senior Registered Client Service Associate. She holds the Series 7 and 66 securities licenses and focuses on providing exceptional client service.

                  681 East Lake Street
                  Wayzata, MN 55391
                  laurie.knutson@ubs.com
                  Laurie Knutson
                  681 East Lake Street,Wayzata,MN,55391
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                The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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