Kelly Burger
Investment adviser representative at Vicus Capital, Inc.
10 yearsExperience
1 stateRegistered in
$3BFirm assets
25 yearsFirm in business
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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
10 years in the industry.
- Vicus Capital, Inc.Jan 2024 to now
- Cetera Wealth Services, LLCApr 2023 to now
- Partners Financial Group (pfg, Inc.)Jul 2022 to now
- Cetera Advisor NetworksAug 2022 to Apr 2023
- Feather Cu Services, LLCNov 2018 to Jul 2022
- Ovations Food ServicesJun 2018 to Sep 2018
- M & T BankJun 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 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
- 5683686
- Firm CRD
- 116021