Kelly Gene Burke
Investment adviser representative at Exodus Wealth, LLC
13 yearsExperience
2 statesRegistered in
$483.6MFirm assets
11 yearsFirm in business
Are you Kelly Gene Burke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Exodus Wealth, LLCFeb 2026 to now
- Exodus Wealth ManagementDec 2025 to now
- Fortune Financial Services, Inc.Dec 2025 to now
- Integrated Financial StrategiesSep 2012 to now
- Kestra Advisory Services LLCJun 2025 to Nov 2025
- Kestra Investment Services LLCJun 2025 to Nov 2025
- Financial Planning Services, Inc.Oct 2020 to Dec 2025
- Fortune Financial Services, Inc.Sep 2014 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2768537
- Firm CRD
- 174328