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Kelsey Marie Burke

Apricity Financial Planning

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About Kelsey Marie Burke

Kelsey Burke is a financial advisor at Apricity Financial Planning, located in Toledo, OH. Kelsey has been a registered financial advisor since 2014 and offers financial planning, portfolio management, and educational seminars. Kelsey works with individuals other than high-net-worth individuals. Kelsey is also registered as an investment advisor representative in the state of Ohio. Kelsey has been in the financial services industry for over 9 years.

Firm Information

Kelsey Burke is currently registered with Apricity Financial Planning. Apricity Financial Planning is a financial planning firm based in [Location not available]. They offer financial planning services for individuals and provide educational seminars. They have 1 licensed agent and 1 investment advisor representative. Their regulatory assets under management total $283,585, and they have 9 accounts, all of which are discretionary.

$283,585

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelsey Burke’s Registration & Firm History

OH

07/25/2023 - Present

Apricity Financial Planning (TOLEDO OH)

OH

11/12/2014 - 03/10/2023

PRUCO SECURITIES, LLC. (St. Marys OH)

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Licenses & Designations

IA

Issued 05/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsey Marie Burke.
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