KG
Kelly Gene Burke
CRD 2768537
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Integrated Financial Strategies, Llc | Registered representative | 07/20/2026 |
| Exodus Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Integrated Financial Strategies, Llc
Managing Member · 75% or more · Nov 2024
-
Financial Planning Services, Inc.
Ceo/Cco · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗