Kaleb Matthew Burns
Investment adviser representative at Independence Square Holdings, LLC
12 yearsExperience
1 stateRegistered in
$1.8BFirm assets
7 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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.
- Isq Capital LLCJan 2026 to now
- Independence Square Holdings, LLCJul 2022 to now
- LPL Financial LLCFeb 2021 to now
- The Hershey CompanySep 2017 to Mar 2021
- Citizens Securities, Inc.Dec 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Independence Square Holdings, LLC
$1.8BAssets managed
2,648Clients
40Advisers
7 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
- 5791663
- Firm CRD
- 300139