Kinsey S. Burrus

PERENNIAL WEALTH ADVISORS | Associate Financial Advisor

CANADIAN, TX 79014

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CRD#: 6838271

Professional summary

Kinsey Suzanne Burrus, who also goes by Kinsey Suzanne Murphree, is a registered financial advisor currently at PERENNIAL WEALTH ADVISORS, LLC located in Canadian, Texas.

Kinsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kinsey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Family Finances

Small Business

Christian Financial Strategies

Are you a "fiduciary"?

Yes

Aliases

Kinsey Suzanne Murphree

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) Grama Resources LLC; investment-related; Higgins, TX; Holding company for jointly owned inherited real estate; Owner; 01/23/2023; 0 hours/month; Duties: N/A. 2) Canadian River MHP, LLC; not investment-related; Canadian, TX; mobile home park; Co-Owner; 09/26/2022; 1 hour/month; 1 hour/month during securities trading hours; Duties: Co-owner. No additional duties. 3) Canadian River Realty; investment-related; Canadian, TX; Single family home rental properties; Co-Owner; 09/26/2022; 1 hour/month; 1 hour/month during securities trading hours; Duties: Co-owner. Property is managed by professional property managers, so no additional duties. 4) Dillon and Kinsey Burrus; not investment-related; Higgins, TX; Cattle grazing operation; Co-Owner; 01/01/2019; 5 hours/month; 0 hour/month during securities trading hours; Duties: bookkeeping.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kinsey Suzanne Burrus'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

June 20, 2024 - Present

PERENNIAL WEALTH ADVISORS, LLC

Office #1: 123 N 3rd St., Canadian, TX 79014

RIA

CRD#: 329913

CANADIAN, TX

Past

October 22, 2018 - June 28, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CANADIAN, TX

Past

July 17, 2018 - June 28, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CANADIAN, TX

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

Texas
(6/20/2024)

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 66

Date: 10/13/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2018

General Securities Representative Examination

Current Firm

PERENNIAL WEALTH ADVISORS, LLC

CRD#: 329913 / SEC#:

Oklahoma

Registered Investment Advisory firm - (6/20/2025 Approved)

Texas

Registered Investment Advisory firm - (6/17/2024 Approved)

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Contact information

Main Address

123 N 3rd St., Canadian, TX 79014

Mailing Address

Phone number

(806) 323-4046

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	407
AUM (Assets Under Management)	$ 66,455,042

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kinsey S. Burrus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kinsey Suzanne Burrus's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERENNIAL WEALTH ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2018

Current Firm

PERENNIAL WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PERENNIAL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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