Kelly Gene Burke
CeoFinancial Planning Services, Inc.CRD 2768537
About Kelly Gene Burke
Kelly Gene Burke is listed as Ceo at Financial Planning Services, Inc. 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 Financial Planning Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelly Gene Burke work?
Kelly Gene Burke is listed as Ceo at Financial Planning Services, Inc. on SEC Form ADV.
How much of Financial Planning Services, Inc. does Kelly Gene Burke own?
Form ADV reports a beneficial ownership band of Over 75%.
Financial Planning Services, Inc.
| Title | Ceo |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
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 |
Exodus Wealth, LLC
| Title | Managing Partner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |