Mark A. Burgdorf

KESTRA ADVISORY SERVICES

Fairview Heights, IL 62208

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CRD#: 1574507

Professional summary

Mark Alan Burgdorf, AIF® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fairview Heights, Illinois and KESTRA INVESTMENT SERVICES, LLC located in Fairview Heights, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Mark has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Mark A Burgdorf; Insurance; Start date 01/24/08. 2. Burgdorf & Associates Wealth Managers Inc; DBA; Start date 09/02/08 3. Burgdorf & Associates Business Consulting; Business Consultant; Consulting (Describe topic under Other); start date 04/11/16; 16 hours per month. 4. Michelle Creel POA; POA; Fiduciary Position; start date 07/29/19; 4 hours per month. 5. B & B LLC; Member; Real Estate; Start date: 9/26/19; 4 hours per month. 6. M&T Real Estate LLC; Partner; Real Estate; Start date: 7/16/19; 4 hours per month. 7. M&T Real Estate LLC; Member; Real Estate; Start date: 7/16/19; 4 hours per month. 8. Helping Hands Midwest; Volunteer Board Member; Non-Profit Member; Start date 01/17/19; 4 hours per month. 9. BURGDORF WEALTH MANAGERS INC; PRESIDENT DBA (ONLY OFFERS FIRST ALLIED PRODUCTS/SERVICES); START DATE 10/25/2021; 160 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Alan Burgdorf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 12, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 6001 Old Collinsville Rd Ste 2a, Fairview Heights, IL 62208

RIA

CRD#: 283330

Fairview Heights, IL

Current

August 12, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 6001 Old Collinsville Rd Ste 2a, Fairview Heights, IL 62208

CRD#: 42046

Fairview Heights, IL

Past

September 8, 2022 - August 12, 2026

CETERA ADVISORS LLC

CRD#: 10299

FAIRVIEW HGHTS, IL

Past

November 12, 2020 - August 12, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FAIRVIEW HGHTS, IL

Past

May 30, 2008 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

FAIRVIEW HGHTS, IL

Past

January 1, 2007 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

FAIRVIEW HGHTS, IL

Past

September 4, 1998 - January 3, 2007

FFP ADVISORY SERVICES INC

RIA

CRD#: 110778

FAIRVIEW HEIGHTS, IL

Past

May 6, 1988 - May 30, 2008

FFP SECURITIES, INC.

CRD#: 16337

FAIRVIEW HGHTS, IL

Past

November 21, 1986 - February 23, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/12/2026)

Arizona
(8/12/2026)

Arkansas
(8/12/2026)

California
(8/12/2026)

Colorado
(8/12/2026)

Florida
(8/12/2026)

Georgia
(8/12/2026)

Hawaii
(8/12/2026)

Illinois
(8/12/2026)

IAR

Illinois
(8/12/2026)

Indiana
(8/12/2026)

Kansas
(8/12/2026)

Kentucky
(8/12/2026)

Louisiana
(8/12/2026)

Michigan
(8/12/2026)

Mississippi
(8/12/2026)

Missouri
(8/12/2026)

Nebraska
(8/12/2026)

Nevada
(8/12/2026)

New Mexico
(8/12/2026)

Ohio
(8/12/2026)

Oklahoma
(8/12/2026)

Oregon
(8/12/2026)

Pennsylvania
(8/12/2026)

South Carolina
(8/12/2026)

Tennessee
(8/12/2026)

Texas
(8/12/2026)

IAR

Texas
(8/12/2026)

Virginia
(8/12/2026)

Washington
(8/13/2026)

Wisconsin
(8/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/28/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/20/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark A. Burgdorf

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Alan Burgdorf's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

CETERA ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FFP ADVISORY SERVICES INC

FFP SECURITIES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/1998

Series 63

Date: 12/6/1986

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/15/1986

Series 51

Date: 3/28/2003

Series 24

Date: 5/20/1996

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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