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KB

Kelly G. Burke

INTEGRATED FINANCIAL STRATEGIES
Pompano, FL
Some features on this profile are disabled
CRD#: 2768537
KB

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 FINANCIAL PLANNING SERVICES, INC. located in Fort Lauderdale, Florida.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kelly has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/30/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: INTEGRATED FINANCIAL STRATEGIES,LLC POSITION: Owner-President NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/30/2025 ADDRESS: 15720 Brixham Hill Ave Ste 300, Charlotte NC 28277, United States DESCRIPTION: Manage the ongoing operations, run billings, disburse advisory fees to IARs quarterly, Manage compliance via outside vendor(ACA) Name: COASTLINE WEALTH MANAGEMENT POSITION: IAR independent contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: Client solicitation, design, implement and manage portfolios. Financial Planning

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

June 9, 2021 - Present

FINANCIAL PLANNING SERVICES, INC.

Office #1: 2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308
RIA
CRD#: 311146
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

BD
CRD#: 42046
Fort Lauderdale, FL
Past

September 5, 2014 - June 30, 2025

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Charlotte, NC
Past

September 17, 2012 - September 9, 2014

CAPITAL GUARDIAN, LLC

BD
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

BD
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

BD
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

BD
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

BD
CRD#: 615
NEW YORK, NY
Past

July 10, 1996 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 10, 1996 - February 15, 2000

EQUITABLE ADVISORS, LLC

BD
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".
IF
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)

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
Florida
(8/7/2020)
IAR
North Carolina
(10/2/2012)
IAR
Texas
(9/19/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/31/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/9/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/9/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IF
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)
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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
6

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,400
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.

Company Information

INTEGRATED FINANCIAL STRATEGIES, LLC

CRD#: 165007Pompano, FL

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