Kacie Lynn Burger
Investment adviser representative at World Investment Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$71.6BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- World Investment Advisors, LLCAug 2022 to now
- Pensionmark Financial GroupAug 2022 to now
- Pensionmark Securities, LLCAug 2022 to now
- Sequoia Consulting ServicesAug 2022 to now
- The Vanguard Group, Inc.Nov 2007 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
World Investment Advisors, LLC
$71.6BAssets managed
23,021Clients
356Advisers
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
- 5448452
- Firm CRD
- 208512