KB
Kelly G. Burke
PROSPERITY WEALTH MANAGEMENT
Pompano Beach, FL
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CRD#: 2768537
KB
Kelly Gene BurkePROSPERITY WEALTH MANAGEMENT
Professional summary
Kelly Gene Burke, who also goes by Kelly G Burke, is a registered financial advisor currently at PROSPERITY WEALTH MANAGEMENT, INC. located in Pompano Beach, Florida and FORTUNE FINANCIAL SERVICES, INC. located in Fort Lauderdale, 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.
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: 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: PROSPERITY WEALTH MANAGEMENT, INC; POSITION: IAR, NATURE: Investment advisory services; INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/2025 DESCRIPTION: IAR; ADDRESS: San Ramon, CA 94583
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Gene Burke's 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®
NoneExperience
Current
February 4, 2026 - Present
PROSPERITY WEALTH MANAGEMENT, INC.
RIA
CRD#: 174328
Pompano Beach, FL
Current
August 6, 2026 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 2400 E Commercial Blvd Suite 706, Fort Lauderdale, FL 33308BD
CRD#: 42150
Fort Lauderdale, FL
Past
December 2, 2025 - July 31, 2026
FORTUNE FINANCIAL SERVICES, INC.
BD
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
BD
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.
BD
CRD#: 42150
Charlotte, NC
Past
September 19, 2012 - July 31, 2026
INTEGRATED FINANCIAL STRATEGIES, LLC
RIA
CRD#: 165007
Pompano, FL
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".
PW
PROSPERITY WEALTH MANAGEMENT, INC.
21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PIVOTAL FINANCIAL | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS
CRD#: 174328 / SEC#: 801-101485
RIA
Registered Investment Advisory firm - (7/14/2015 Approved)California
Registered Investment Advisory firm - (8/14/2015 Terminated)Georgia
Registered Investment Advisory firm - (7/27/2015 Terminated)Illinois
Registered Investment Advisory firm - (7/14/2015 Terminated)Minnesota
Registered Investment Advisory firm - (7/15/2015 Terminated)North Carolina
Registered Investment Advisory firm - (7/15/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/16/2015 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.RR
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
RR
Alabama(8/7/2026)
RR
California(8/7/2026)
RR
Colorado(8/7/2026)
RR
Connecticut(8/10/2026)
RR
Delaware(8/7/2026)
RR
District of Columbia(8/7/2026)
IAR
Florida(2/4/2026)
RR
Florida(8/7/2026)
RR
Georgia(8/7/2026)
RR
Hawaii(8/10/2026)
RR
Idaho(8/6/2026)
RR
Indiana(8/10/2026)
RR
Kansas(8/7/2026)
RR
Kentucky(8/10/2026)
RR
Louisiana(8/7/2026)
RR
Maine(8/7/2026)
RR
Maryland(8/10/2026)
RR
Massachusetts(8/7/2026)
RR
Michigan(8/10/2026)
RR
Minnesota(8/7/2026)
RR
Mississippi(8/7/2026)
RR
Missouri(8/7/2026)
RR
Nebraska(8/6/2026)
RR
Nevada(8/10/2026)
RR
New Jersey(8/10/2026)
RR
New Mexico(8/10/2026)
RR
North Carolina(8/10/2026)
RR
North Dakota(8/10/2026)
RR
Ohio(8/7/2026)
RR
Oklahoma(8/10/2026)
RR
Pennsylvania(8/7/2026)
RR
South Dakota(8/6/2026)
RR
Tennessee(8/7/2026)
RR
Texas(8/6/2026)
RR
Utah(8/7/2026)
RR
Vermont(8/10/2026)
RR
Virginia(8/7/2026)
RR
Washington(8/7/2026)
RR
Wyoming(8/10/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PROSPERITY WEALTH MANAGEMENT, INC.
21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PIVOTAL FINANCIAL | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS
CRD#: 174328 / SEC#: 801-101485
RIA
Registered Investment Advisory firm - (7/14/2015 Approved)California
Registered Investment Advisory firm - (8/14/2015 Terminated)Georgia
Registered Investment Advisory firm - (7/27/2015 Terminated)Illinois
Registered Investment Advisory firm - (7/14/2015 Terminated)Minnesota
Registered Investment Advisory firm - (7/15/2015 Terminated)North Carolina
Registered Investment Advisory firm - (7/15/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/16/2015 Terminated)Loading...
Contact information
Main Address
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583
Mailing Address
Phone number
(925) 791-4444
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,832 |
| AUM (Assets Under Management) | $ 442,192,443 |
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.
