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Kimberly Lindsay Bleck

Burkholder & Associates, LLC

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About Kimberly Lindsay Bleck

Kimberly Lindsay Bleck is a financial advisor with over 10 years of experience in the financial industry. Kimberly Bleck is a Certified Financial Planner™ and is currently registered with Burkholder & Associates, LLC. Kimberly Bleck has previously worked for firms like LINCOLN FINANCIAL ADVISORS CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and AXA ADVISORS, LLC. Kimberly Bleck's current firm offers financial planning, portfolio management, and pension consulting services.

Firm Information

Kimberly Bleck is currently registered with Burkholder & Associates, LLC. Burkholder & Associates, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm has approximately $186,500,000 in regulatory assets under management. The firm's main office is located in Chevy Chase, Maryland.
Burkholder & Associates, LLC

2 WISCONSIN CIRCLE

CHEVY CHASE, MD 20815

$186.50M

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Kimberly Bleck’s Registration & Firm History

MD

04/16/2021 - Present

Burkholder & Associates, LLC (CHEVY CHASE MD)

MD

01/08/2014 - 04/21/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (ROCKVILLE MD)

VA

04/24/2013 - 12/31/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)

MD

04/22/2011 - 03/07/2013

AXA ADVISORS, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 09/14/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Lindsay Bleck.
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