Kelly Burke has been Chief Executive Officer & Chief Compliance Officer of Exodus Wealth since February 2026, is a control person of the firm and directly owns under 5% of it.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Kelly Burke’s longest registration was 13 years at Integrated Financial Strategies, LLC (2012–2026). Before joining Exodus Wealth in 2026, Kelly Burke was registered through Kestra Advisory Services, LLC and Financial Planning Services, Inc.
- Exodus Wealth, LLCCurrent– present · under a yearPompano Beach, FL · Adviser representative · Firm CRD 174328
- Kestra Advisory Services, LLC– · under a yearAustin, TX · Adviser representative · Firm CRD 283330
- Financial Planning Services, Inc.– · 4 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 311146
- Integrated Financial Strategies, LLC– · 13 yearsPompano, FL · Adviser representative · Firm CRD 165007
- LPL Financial LLC– · 4 yearsCharlotte, NC · Adviser representative · Firm CRD 6413
- Axa Advisors, LLC– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 6627
- Mony Securities Corporation– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 4386
- New England Securities Corporation– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 615
Investment adviser representative registrations
Kelly Burke is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Ohio, in August 2026.
- FloridaSince 4 February 2026
- OhioSince 28 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 December 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 July 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kelly Gene Burke
- CRD
- 2768537
- Firm
- Exodus Wealth · CRD 174328
- Role
- Chief Executive Officer & Chief Compliance Officer
- Office
- Pompano Beach, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kelly Burke work?
Kelly Burke has been Chief Executive Officer & Chief Compliance Officer of Exodus Wealth, LLC since February 2026, and is a control person of the firm.
Is Kelly Burke a financial advisor?
Yes. Kelly Burke has a current investment-adviser registration in Florida and Ohio, through Exodus Wealth since February 2026.
How many years of experience does Kelly Burke have?
Kelly Burke has 30 years in the financial industry, since July 1996, across 8 adviser firms.
What exams has Kelly Burke passed?
Kelly Burke has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in July 1996. FINRA credited Kelly Burke with the SIE, which began in October 2018.
Where did Kelly Burke work before Exodus Wealth?
Before Exodus Wealth, Kelly Burke was registered through Kestra Advisory Services, LLC, June 2025 to November 2025; Financial Planning Services, Inc., June 2021 to December 2025; LPL Financial LLC, October 2007 to September 2012; Axa Advisors, LLC, June 2005 to October 2007; Mony Securities Corporation, January 2003 to June 2005; New England Securities Corporation, December 2001 to January 2003.
Where is Kelly Burke based?
Kelly Burke’s registered office is in Pompano Beach, FL.
Is Kelly Burke registered with FINRA?
Yes. Kelly Burke has a current broker registration, under CRD 2768537.
Source: FINRA BrokerCheck
How can I verify Kelly Burke’s record?
Search CRD 2768537 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kelly Burke’s full registration record.