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Kelly Gene Burke

Managing MemberIntegrated Financial Strategies, LLCCRD 2768537

About Kelly Gene Burke

Kelly Gene Burke is listed as Managing Member at Integrated Financial Strategies, LLC in Fort Lauderdale, FL. Form ADV reports a beneficial ownership band of Over 75%. Kelly Gene Burke is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Integrated Financial Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly Gene Burke work?

Kelly Gene Burke is listed as Managing Member at Integrated Financial Strategies, LLC on SEC Form ADV.

How much of Integrated Financial Strategies, LLC does Kelly Gene Burke own?

Form ADV reports a beneficial ownership band of Over 75%.

Integrated Financial Strategies, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2007
View Integrated Financial Strategies, LLC →

Financial Planning Services, Inc.

TitleCeo/Cco
OwnershipOver 75%
Control personYes
Since2020
View Financial Planning Services, Inc. →