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KB

Kelsey M. Burke

APRICITY FINANCIAL PLANNING
Toledo, OH 43617
Some features on this profile are disabled
CRD#: 6401734
KB

Professional summary

Kelsey Marie Burke, who also goes by Kelsey Marie Brown, Kelsey Marie Burke, is a registered financial advisor currently at APRICITY FINANCIAL PLANNING located in Toledo, Ohio.

Kelsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kelsey has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelsey Marie Brown | Kelsey Marie Burke

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.
ST. MARYS CITY SCHOOLS POSITION: Majorette Advisor NATURE: Arts, Entertainment, and Recreation INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2016 ADDRESS: 2250 State Route 66, St. Marys OH 45885, United States DESCRIPTION: I work with the majorettes, choreographing and teaching routines and other skills. I supervise band members. GENERAL HEALTH INSURANCE (PREVIOUSLY DISCLOSED) POSITION: Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2015 ADDRESS: 17304 CR66A, St. Marys OH 45885, United States DESCRIPTION: Selling and servicing health insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey Marie Burke'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®
None

Experience

Current

July 25, 2023 - Present

APRICITY FINANCIAL PLANNING

Office #1: 6635 Central Ave., Toledo, OH 43617
RIA
CRD#: 327291
Toledo, OH
Past

October 20, 2016 - March 10, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
St. Marys, OH
Past

November 12, 2014 - March 10, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
St. Marys, OH

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
Ohio
(7/25/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/20/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/2021
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 6
Date: 11/12/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
APRICITY FINANCIAL PLANNING
APRICITY FINANCIAL PLANNING | APRICITY FINANCIAL PLANNING, LLC

CRD#: 327291 / SEC#:

Ohio
Registered Investment Advisory firm - (7/25/2023 Approved)
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Contact information

Main Address
6635 Central Ave., Toledo, OH 43617
Mailing Address
Phone number
(419) 825-6161
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 1,160,837

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

APRICITY FINANCIAL PLANNING

CRD#: 327291Toledo, OH 43617

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