Kelly G. Burke

INTEGRATED FINANCIAL STRATEGIES

Pompano, FL

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CRD#: 2768537

Professional summary

Kelly Gene Burke, who also goes by Kelly G Burke, is a registered financial advisor currently at INTEGRATED FINANCIAL STRATEGIES, LLC located in Pompano, Florida and PROSPERITY WEALTH MANAGEMENT, INC. located in Pompano Beach, Florida.

Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Kelly has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly G Burke

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 Kelly Gene Burke'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®

None

Experience

Current

September 19, 2012 - Present

INTEGRATED FINANCIAL STRATEGIES, LLC

RIA

CRD#: 165007

Pompano, FL

Current

February 4, 2026 - Present

PROSPERITY WEALTH MANAGEMENT, INC.

RIA

CRD#: 174328

Pompano Beach, FL

Current

December 2, 2025 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 2400 E Commercial Blvd Suite 706, Fort Lauderdale, FL 33308

CRD#: 42150

Fort Lauderdale, FL

Past

June 27, 2025 - November 3, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

AUSTIN, TX

Past

June 27, 2025 - November 3, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Fort Lauderdale, FL

Past

June 9, 2021 - December 31, 2025

FINANCIAL PLANNING SERVICES, INC.

RIA

CRD#: 311146

FORT LAUDERDALE, FL

Past

September 5, 2014 - June 30, 2025

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Charlotte, NC

Past

September 17, 2012 - September 9, 2014

CAPITAL GUARDIAN, LLC

CRD#: 137919

CHARLOTTE, NC

Past

October 11, 2007 - September 27, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHARLOTTE, NC

Past

October 11, 2007 - September 27, 2012

LPL FINANCIAL LLC

CRD#: 6413

CHARLOTTE, NC

Past

June 1, 2005 - October 29, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CHARLOTTE, NC

Past

June 1, 2005 - October 29, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

CHARLOTTE, NC

Past

January 8, 2003 - June 1, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

CHARLOTTE, NC

Past

January 3, 2003 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

December 31, 2001 - January 2, 2003

NEW ENGLAND SECURITIES

RIA

CRD#: 615

CHARLOTTE, NC

Past

January 26, 2000 - January 2, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

July 10, 1996 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

July 10, 1996 - February 15, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

INTEGRATED FINANCIAL STRATEGIES, LLC

INTEGRATED FINANCIAL STRATEGIES, LLC | MILLER FINANCIAL

CRD#: 165007 / SEC#: 801-106490

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

Louisiana

Registered Investment Advisory firm - (8/21/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (8/13/2015 Terminated)

South Carolina

Registered Investment Advisory firm - (8/13/2015 Terminated)

Texas

Registered Investment Advisory firm - (8/13/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/10/2026)

Alaska
(4/13/2026)

Arkansas
(4/15/2026)

California
(2/27/2026)

Colorado
(4/13/2026)

Connecticut
(4/10/2026)

Delaware
(4/10/2026)

District of Columbia
(4/14/2026)

IAR

Florida
(8/7/2020)

Florida
(12/3/2025)

Georgia
(4/13/2026)

Idaho
(4/13/2026)

Illinois
(4/14/2026)

Indiana
(4/13/2026)

Iowa
(4/10/2026)

Kansas
(4/10/2026)

Kentucky
(4/13/2026)

Louisiana
(4/13/2026)

Maine
(4/10/2026)

Maryland
(3/2/2026)

Massachusetts
(4/13/2026)

Michigan
(3/3/2026)

Minnesota
(4/13/2026)

Mississippi
(4/20/2026)

Missouri
(4/13/2026)

Montana
(4/14/2026)

Nebraska
(4/17/2026)

Nevada
(4/13/2026)

New Hampshire
(4/14/2026)

New Jersey
(4/10/2026)

New Mexico
(4/13/2026)

New York
(4/10/2026)

IAR

North Carolina
(10/2/2012)

North Carolina
(12/4/2025)

North Dakota
(4/13/2026)

Ohio
(3/2/2026)

Oklahoma
(4/14/2026)

Oregon
(4/26/2026)

Pennsylvania
(12/8/2025)

Rhode Island
(4/13/2026)

South Carolina
(4/15/2026)

South Dakota
(4/10/2026)

Tennessee
(4/13/2026)

IAR

Texas
(9/19/2012)

Texas
(3/3/2026)

Utah
(4/13/2026)

Vermont
(4/10/2026)

Virginia
(4/14/2026)

Washington
(4/13/2026)

West Virginia
(4/13/2026)

Wisconsin
(3/4/2026)

Wyoming
(4/13/2026)

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: 5/31/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/9/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/9/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INTEGRATED FINANCIAL STRATEGIES, LLC

INTEGRATED FINANCIAL STRATEGIES, LLC | MILLER FINANCIAL

CRD#: 165007 / SEC#: 801-106490

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

Louisiana

Registered Investment Advisory firm - (8/21/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (8/13/2015 Terminated)

South Carolina

Registered Investment Advisory firm - (8/13/2015 Terminated)

Texas

Registered Investment Advisory firm - (8/13/2015 Terminated)

PREMIUM

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Contact information

Main Address

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308

Mailing Address

Phone number

(704) 643-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED FINANCIAL STRATEGIES DISCLOSURE BROCHURE (5/2/2025)

MILLER FINANCIAL WRAP FEE BROCHURE-APPENDIX 1 (5/2/2025)

MILLER FINANCIAL DISCLOSURE BROCHURE (5/2/2025)

INTEGRATED FINANCIAL STRATEGIES WRAP FEE PROGRAM BROCHURE (5/2/2025)

Regulatory assets under management

Total Number of Accounts	1,400
AUM (Assets Under Management)	$ 455,000,000

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

Kelly G. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Gene Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED FINANCIAL STRATEGIES, LLC

PROSPERITY WEALTH MANAGEMENT, INC.

FORTUNE FINANCIAL SERVICES, INC.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

FINANCIAL PLANNING SERVICES, INC.

FORTUNE FINANCIAL SERVICES, INC.

CAPITAL GUARDIAN, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

INTEGRATED FINANCIAL STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2001

Series 63

Date: 7/9/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2003

Series 6

Date: 7/9/1996

FINRA

Current Firm

INTEGRATED FINANCIAL STRATEGIES, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

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