Kathleen W. Burkett

TRIANGLE WEALTH MANAGEMENT

Raleigh, NC 27608

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CRD#: 1712792

Professional summary

Kathleen Wise Burkett, CFP®, who also goes by Kathleen E Wise, Kathleen Elizabeth Wise, is a registered financial advisor currently at TRIANGLE WEALTH MANAGEMENT located in Raleigh, North Carolina.

Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kathleen has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kathleen E Wise | Kathleen Elizabeth Wise

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathleen Wise Burkett'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®

CFP^®

Certified Financial Planner

Experience

Current

January 3, 2011 - Present

TRIANGLE WEALTH MANAGEMENT

Office #1: 1301 Annapolis Drive, Raleigh, NC 27608

RIA

CRD#: 148156

Raleigh, NC

Past

March 16, 2005 - December 31, 2010

TRIANGLE SECURITIES, LLC

RIA

CRD#: 104039

RALEIGH, NC

Past

March 16, 2005 - December 31, 2017

TRIANGLE SECURITIES, LLC

CRD#: 104039

RALEIGH, NC

Past

October 1, 1999 - January 25, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

October 1, 1999 - January 25, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 11, 1992 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

TRIANGLE WEALTH MANAGEMENT

TRIANGLE SECURITIES WEALTH MANAGEMENT | TRIANGLE WEALTH MANAGEMENT | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD#: 148156 / SEC#: 801-69531

RIA

Registered Investment Advisory firm - (9/15/2008 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/3/2011)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/1992

General Securities Representative Examination

Current Firm

TRIANGLE WEALTH MANAGEMENT

TRIANGLE SECURITIES WEALTH MANAGEMENT | TRIANGLE WEALTH MANAGEMENT | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD#: 148156 / SEC#: 801-69531

RIA

Registered Investment Advisory firm - (9/15/2008 Approved)

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Contact information

Main Address

1301 Annapolis Drive, Raleigh, NC 27608

Mailing Address

Phone number

(919) 838-3221

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 1,202,394,950

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

Kathleen W. Burkett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathleen Wise Burkett's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIANGLE SECURITIES, LLC

TRIANGLE SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

TRIANGLE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/1992

Series 63

Date: 5/4/1992

SIE

Date: 12/31/2017

Series 7

Date: 3/10/1992

Current Firm

TRIANGLE WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIANGLE WEALTH MANAGEMENT

TRUST BUT VERIFY

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