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Kelly Elaine Burkhead

Kelly E. Burkhead

PARADY WEALTH MANAGEMENT
THE VILLAGES, FL 32163-2910
Some features on this profile are disabled
CRD#: 4977053
Kelly Elaine Burkhead

Professional summary

Kelly Elaine Burkhead, CFP®, who also goes by Kelly Elaine Herk, Kelly E Sandro, Kelly Elaine Sandro, is a registered financial advisor currently at PARADY WEALTH MANAGEMENT located in The Villages, Florida.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kelly has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly Elaine Herk | Kelly E Sandro | Kelly Elaine Sandro

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) PARADY FINANCIAL GROUP; INSURANCE RELATED; THE VILLAGES, FL; A LICENSED INSURANCE AGENCY; VICE PRESIDENT OF SALES; 10/2012 TO PRESENT; 40+ HRS/WK; 32.5 HRS/WK DURING SECURITIES TRADING HOURS; HER DUTIES ARE TO MEET WITH CLIENTS AND PREPARE AND PRESENT RETIREMENT INCOME STRATEGIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Elaine Burkhead'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

Start date: 2019

Experience

Current

April 30, 2015 - Present

PARADY WEALTH MANAGEMENT

Office #1: 3602 Kiessel Road, The Villages, FL 32163-2910
RIA
CRD#: 169997
THE VILLAGES, FL
Past

April 30, 2015 - December 31, 2015

PARADY WEALTH MANAGEMENT

RIA
CRD#: 169997
THE VILLAGES, FL
Past

March 4, 2011 - September 18, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
THE VILLAGES, FL
Past

January 6, 2011 - September 17, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
THE VILLAGES, FL
Past

April 4, 2007 - September 7, 2010

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
DESTIN, FL
Past

August 9, 2005 - January 26, 2006

EDWARD JONES

BD
CRD#: 250
SANTA ROSA BEACH, FL

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
PARADY WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC

CRD#: 169997 / SEC#: 801-123022

RIA
Registered Investment Advisory firm - (1/10/2022 Approved)
Colorado
Registered Investment Advisory firm - (1/18/2022 Terminated)
Florida
Registered Investment Advisory firm - (1/12/2022 Terminated)
Texas
Registered Investment Advisory firm - (1/12/2022 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
(4/30/2015)
IAR
Texas
(11/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/12/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/2005
General Securities Representative Examination

Current Firm

PW
PARADY WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC

CRD#: 169997 / SEC#: 801-123022

RIA
Registered Investment Advisory firm - (1/10/2022 Approved)
Colorado
Registered Investment Advisory firm - (1/18/2022 Terminated)
Florida
Registered Investment Advisory firm - (1/12/2022 Terminated)
Texas
Registered Investment Advisory firm - (1/12/2022 Terminated)
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Contact information

Main Address
3602 Kiessel Road, The Villages, FL 32163-2910
Mailing Address
Phone number
(352) 674-3911
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (13 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

BWM FORM ADV PART 2A (2/26/2025)

Regulatory assets under management

Total Number of Accounts1,940
AUM (Assets Under Management)$ 156,088,190

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

PARADY WEALTH MANAGEMENT

CRD#: 169997The Villages, FL 32163-2910

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