Laurie K. Burkhardt

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CRD#: 5126996

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laurie Kane Burkhardt, CFP®, who also goes by Laurie Burkhardt, Laurie Jill Kane, was a registered financial professional .

Laurie is a previously registered financial professional and started their career in finance in 2006. Laurie had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Biography

Laurie earned a Bachelor of Science degree from Harvard University and a Master’s in Business Administration from Boston University. She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2005.  Laurie is an active member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and Boston Estate Planning Council. Laurie serves on the Advisory Board of the Boston Chamber Women’s Network and is a member of the Women’s Initiative Committee for the Boston Estate Planning Council. She is also very involved with her local Unitarian Universalist community and regularly serves in a leadership capacity (including terms as the organization’s President, Treasurer and Trustee of the congregation’s endowment).

Outside Of Modera - A lifelong Boston-area resident, Laurie resides in Canton, MA with her husband Jim, and they are empty-nester parents of boy/girl twins.  Laurie cherishes her many close relationships with family and friends.  (CAM 3080)

Question & Answer

What are your service offerings?

Tax Planning

Retirement Planning

Investment Planning

Education Planning

Comprehensive Financial Planni...

Budgeting

Do you have an area of expertise or specialization?

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

LGBT Couples and Families

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Aliases

Laurie Burkhardt | Laurie Jill Kane

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2005

Experience

Past

August 27, 2012 - July 8, 2024

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

BOSTON, MA

Past

February 6, 2012 - September 19, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOSTON, MA

Past

January 30, 2012 - September 19, 2012

LPL FINANCIAL LLC

CRD#: 6413

BOSTON, MA

Past

February 23, 2011 - March 23, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

HANOVER, MA

Past

February 23, 2011 - March 23, 2011

LPL FINANCIAL LLC

CRD#: 6413

HANOVER, MA

Past

October 18, 2006 - December 16, 2010

NEW ENGLAND SECURITIES

CRD#: 615

BOSTON, MA

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".

MODERA WEALTH MANAGEMENT, LLC

MODERA ADVISORS OF CRYSTAL RIVER, LLC | MODERA WEALTH MANAGEMENT, LLC

CRD#: 155649 / SEC#: 801-71973

RIA

Registered Investment Advisory firm - (11/16/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 11/29/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/7/2012

General Securities Principal Examination

Current Firm

MODERA WEALTH MANAGEMENT, LLC

MODERA ADVISORS OF CRYSTAL RIVER, LLC | MODERA WEALTH MANAGEMENT, LLC

CRD#: 155649 / SEC#: 801-71973

RIA

Registered Investment Advisory firm - (11/16/2010 Approved)

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Contact information

Main Address

56 Jefferson Avenue, Westwood, NJ 07675

Mailing Address

Phone number

(201) 768-4600

Established

Firm type

Fiscal year end

# of Employees

219

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 24 2025 MWM FORM ADV PART 2A FINAL (3/24/2025)

Regulatory assets under management

Total Number of Accounts	20,833
AUM (Assets Under Management)	$ 15,510,482,152

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
01/26/2024	Cover Page	Report
01/25/2023	Cover Page	Report

Red Flags

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Contact information

(xxx) xxx-xxxx

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Laurie K. Burkhardt

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

MODERA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/29/2006

Series 7

Date: 10/17/2006

Series 24

Date: 5/7/2012

Current Firm

MODERA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MODERA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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