Kelly J. Burke

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CRD#: 6655768

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.

Kelly Jo Burke, who also goes by Kelly Jo Alfano, Kelly Jo Burke, Kelly Burke, Kelly Jo Morrison, Kelly Morrison, was a registered financial professional .

Kelly is a previously registered financial professional and started their career in finance in 2018. Kelly had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kelly Jo Alfano | Kelly Jo Burke | Kelly Burke | Kelly Jo Morrison | Kelly Morrison

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.

KELLY BURKE / KELLY BURKE BEAUTY POSITION: Owner / Contractor NATURE: Consultations and sales of skincare and color cosmetics. Makeup application. INVESTMENT RELATED: No NUMBER OF HOURS: 13 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2005 ADDRESS: 368 Doral Court, Westminster MD 21158, United States DESCRIPTION: Customer service and sales. Makeup application. PARSONS ALCID BUSINESS SERVICES POSITION: Bookkeeper NATURE: Quickbooks recordkeeping and reconciliation of accounts for clients of Parsons and Alcid Business Services. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2022 ADDRESS: 910 Longbow Rd, Mt. Airy MD 21771, United States DESCRIPTION: Match bank statements with QB to be sure that all income and expense are properly allocated for each client. Reconcile accounts ensuring that all debits and credits are recorded for monthly transactions. Analyze P&L statements for clients. KELLY BURKE / MARY KAY COSMETICS POSITION: Owner / Contractor NATURE: Cosmetic sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2005 ADDRESS: 368 Doral Court, Westminster MD 21158, United States DESCRIPTION: Skincare and color consultations, product sales, consultant onboarding and training.

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®

None

Experience

Past

August 9, 2022 - September 27, 2023

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Rockville, MD

Past

August 9, 2022 - September 27, 2023

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Rockville, MD

Past

January 13, 2020 - October 11, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTMINSTER, MD

Past

October 8, 2019 - October 11, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WESTMINSTER, MD

Past

June 29, 2018 - May 30, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Hunt Valley, 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".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 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

IAR

Series 65

Date: 1/13/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/29/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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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Firm Stability Insights

Kelly J. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2020

Series 63

Date: 4/4/2018

SIE

Date: 10/1/2018

Series 6

Date: 6/29/2018

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

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