Kelly Gene Burke
Managing MemberIntegrated Financial Strategies, LLCCRD 2768537
About Kelly Gene Burke
Kelly Gene Burke is listed as Managing Member at Integrated Financial Strategies, LLC in Fort Lauderdale, FL. Form ADV reports a beneficial ownership band of Over 75%. Kelly Gene Burke is associated with 4 registered advisers.
Reported ownership
Owns Over 75% of Integrated Financial Strategies, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelly Gene Burke work?
Kelly Gene Burke is listed as Managing Member at Integrated Financial Strategies, LLC on SEC Form ADV.
How much of Integrated Financial Strategies, LLC does Kelly Gene Burke own?
Form ADV reports a beneficial ownership band of Over 75%.
Integrated Financial Strategies, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2007 |
Exodus Wealth, LLC
| Title | Chief Executive Officer & Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Financial Planning Services, Inc.
| Title | Ceo |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Exodus Wealth, LLC
| Title | Managing Partner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |