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KB

Kimberly L. Bleck

BURKHOLDER & ASSOCIATES
Chevy Chase, MD 20815
Some features on this profile are disabled
CRD#: 5727806
KB

Professional summary

Kimberly Lindsay Bleck, CFP®, who also goes by Kimberly Jane Lindsay, is a registered financial advisor currently at BURKHOLDER & ASSOCIATES, LLC located in Chevy Chase, Maryland and PRIVATE CLIENT SERVICES, LLC located in Chevy Chase, Maryland.

Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Kimberly has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kimberly Jane Lindsay

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) BURKHOLDER & ASSOCIATES. 9210 CROSBY ROAD, SILVER SPRING, MD 20910. FINANCIAL PLANNING AND WEALTH MANAGEMENT. DIRECTOR OF PLANNING. 160 HRS/MO; 160 DURING TRADING HRS. 2) NOTARY PUBLIC. 9427 CURRAN ROAD, SILVER SPRING ,MD 20901. NOTARY PUBLIC. NOTARIZE CLIENT DOCUMENTS. 1 HRS/MO; 0 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Lindsay Bleck'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

Experience

Current

April 16, 2021 - Present

BURKHOLDER & ASSOCIATES, LLC

Office #1: 2 Wisconsin Circle Suite 700, Chevy Chase, MD 20815
RIA
CRD#: 313338
Chevy Chase, MD
Current

April 21, 2021 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2 Wisconsin Circle Suite 700, Chevy Chase, MD 20815
RIA
BD
CRD#: 120222
Chevy Chase, MD
Past

January 8, 2014 - April 21, 2021

OSAIC FA, INC.

RIA
CRD#: 3978
ROCKVILLE, MD
Past

January 8, 2014 - April 21, 2021

OSAIC FA, INC.

BD
CRD#: 3978
ROCKVILLE, MD
Past

September 16, 2013 - December 31, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
MC LEAN, VA
Past

April 24, 2013 - December 31, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MC LEAN, VA
Past

April 22, 2011 - March 7, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BETHESDA, MD

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".
B&
BURKHOLDER & ASSOCIATES, LLC
BURKHOLDER & ASSOCIATES, LLC

CRD#: 313338 / SEC#: 801-120797

RIA
Registered Investment Advisory firm - (4/15/2021 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

IAR
Maryland
(4/16/2021)
RR
Maryland
(4/21/2021)
IAR
Texas
(4/16/2021)
RR
Virginia
(4/21/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/2011
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: 4/20/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BURKHOLDER & ASSOCIATES, LLC
BURKHOLDER & ASSOCIATES, LLC

CRD#: 313338 / SEC#: 801-120797

RIA
Registered Investment Advisory firm - (4/15/2021 Approved)
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Contact information

Main Address
2 Wisconsin Circle Suite 700, Chevy Chase, MD 20815
Mailing Address
Phone number
(301) 778-9970
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 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

ADV PART 2A- BURKHOLDER & ASSOCIATES, LLC (3/20/2025)

Regulatory assets under management

Total Number of Accounts384
AUM (Assets Under Management)$ 228,580,819

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

BURKHOLDER & ASSOCIATES, LLC

CRD#: 313338Chevy Chase, MD 20815

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