Kimberly Lindsay Bleck
Investment adviser representative at Burkholder & Associates, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$287.4MFirm assets
Are you Kimberly Lindsay Bleck? 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
- Pension consulting
Experience
12 years in the industry.
- Burkholder & Associates, LLCApr 2021 to now
- Private Client ServicesApr 2021 to now
- Lincoln Financial AdvisorsJan 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Burkholder & Associates, LLC
$287.4MAssets managed
93Clients
2Advisers
5 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
- 5727806
- Firm CRD
- 313338