KB
Kelly Burger
VICUS CAPITAL
State College, PA 16801
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CRD#: 5683686
KB
Professional summary
Kelly Burger, who also goes by Kelly Marie Burger, is a registered financial advisor currently at VICUS CAPITAL, INC. located in State College, Pennsylvania and CETERA WEALTH SERVICES, LLC located in State College, Pennsylvania.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Kelly has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelly Marie Burger
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. NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. - 116021 INVESTMENT RELATED: YES ADDRESS: 476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA 16801 NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: COMPLIANCE DATA ANALYST START DATE: 7/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REVIEW OF VICUS CAPITAL MANAGED ACCOUNTS, DUE DILIGENCE THIRD PARTY REVIEWS, ASSISTANCE WITH IAR AUDITS; 2. NAME OF OTHER BUSINESS: BOY SCOUT TROOP 353 INVESTMENT RELATED: NO ADDRESS: 144 WEST MAIN ST, HOWARD, PA 16841 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MAINTAIN FINANCIAL RECORDS FOR THE ENTIRE TROOP, AS WELL AS INDIVIDUAL LEDGERS FOR EACH SCOUT; 3. NAME OF OTHER BUSINESS: PARTNERS FINANCIAL GROUP (PFG, INC.) INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INDEPENDENT PRODUCER GROUP; OFFICE OF SUPERVISORY JURISDICTION (OSJ) START DATE: 7/2022 POSITION/TITLE/RELATIONSHIP: COMPLIANCE DATA ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REVIEW OF VICUS CAPITAL MANAGED ACCOUNTS, DUE DILIGENCE THIRD PARTY REVIEWS, ASSISTANCE WITH IAR AUDITS;
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Burger'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
January 17, 2024 - Present
VICUS CAPITAL, INC.
Office #1: 476 Rolling Ridge Drive, Suite 315, State College, PA 16801RIA
CRD#: 116021
State College, PA
Current
May 24, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 476 Rolling Ridge Dr Ste 333, State College, PA 16801BD
CRD#: 13572
State College, PA
Past
January 10, 2024 - January 11, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
State College, PA
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".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)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
Pennsylvania(1/10/2024)
IAR
Pennsylvania(1/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/24/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICUS CAPITAL, INC.
CRD#: 116021State College, PA 16801TRUST BUT VERIFY
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