CEO · Financial Planning Services, Inc.
Kelly G. Burke
CRD 2768537 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Financial Planning Services, Inc., an SEC-registered wealth manager based in Fort Lauderdale, FL with $20 million in regulatory assets, lists Kelly G. Burke on its Form ADV as CEO, a control person. The SEC filings also name Kelly at 2 other registered advisers.
Firms and roles
- Financial Planning Services, Inc.CEOWealth manager · Fort Lauderdale, FL · $20M in regulatory assets
- Integrated Financial Strategies, LLCManaging MemberAsset manager · Fort Lauderdale, FL · $0M in regulatory assets
- Exodus Wealth, LLCChief Executive Officer & Chief Compliance OfficerWealth manager · Fort Lauderdale, FL · $484M in regulatory assets
AtlasMembers
Kelly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kathleen M. PrattChief Compliance Officer, Financial Planning Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.