Elizabeth Anne Burgess
Investment adviser representative at Advisory Advocates LLC
11 yearsExperience
2 statesRegistered in
$158.6MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Advisory Advocates, LLCFeb 2021 to now
- Legacy Planning & Associates, Inc.Jan 2020 to Oct 2023
- Voya Financial AdvisorsMar 2017 to Jan 2020
- David A Koetje and Assoc. Inc dba Solid Rock InvestingFeb 2017 to Jan 2020
- Bankers Life Advisory Services, Inc.Jan 2017 to Feb 2017
- Bankers Life Securities IncNov 2016 to Feb 2017
- Bankers LifeSep 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IN, MI).
Advisory Advocates LLC
$158.6MAssets managed
249Clients
7Advisers
Under 1 yearIn 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
- 6715303
- Firm CRD
- 284100