Kimberly L. Bleck

BURKHOLDER & ASSOCIATES

Chevy Chase, MD 20815

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CRD#: 5727806

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 Washington, District Of Columbia.

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.

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.

The advisor shows no other business activity.

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: 1250 Connecticut Ave Nw 7th Floor, Washington, DC, 20036

RIA

CRD#: 120222

Washington, DC

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.

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

CRD#: 2881

MC LEAN, VA

Past

April 22, 2011 - March 7, 2013

EQUITABLE ADVISORS, LLC

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".

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.

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

District of Columbia
(5/19/2026)

IAR

Maryland
(4/16/2021)

Maryland
(4/21/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/14/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- BURKHOLDER & ASSOCIATES, LLC (2/3/2026)

Regulatory assets under management

Total Number of Accounts	404
AUM (Assets Under Management)	$ 287,361,178

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.

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Advisor Monitoring

Firm Stability Insights

Kimberly L. Bleck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Lindsay Bleck's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC FA, INC.

OSAIC FA, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BURKHOLDER & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2013

Series 63

Date: 9/17/2011

SIE

Date: 10/1/2018

Series 7

Date: 4/20/2011

FINRA

Current Firm

BURKHOLDER & ASSOCIATES, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURKHOLDER & ASSOCIATES, LLC

TRUST BUT VERIFY

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