Kelly Burkhead has been an investment adviser representative at Blueprint Wealth Management since April 2015, and is not listed among the firm’s executive officers or direct owners.
Blueprint Wealth Management, LLC is a The Villages, FL firm with $146M under management, 1,282 clients and 5 advisers across 4 offices, as of its August 2026 filing.
Kelly Burkhead’s longest registration is the current one, 11 years at Blueprint Wealth Management since 2015. Before joining Blueprint Wealth Management in 2015, Kelly Burkhead was registered through Strategic Advisers, Inc.
- Parady Wealth ManagementCurrent– present · 11 yearsYalaha, FL · Adviser representative · Firm CRD 169997
- Strategic Advisers, Inc.– · 1 yearThe Villages, FL · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Kelly Burkhead is registered as an investment adviser representative in 2 states. The first approvals date from April 2015; the most recent is Texas, in November 2023.
- FloridaSince 30 April 2015
- TexasSince 3 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 August 2005 |
| Series 7 | General Securities Representative Examination | 8 August 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kelly Elaine Burkhead
- CRD
- 4977053
- Firm
- Blueprint Wealth Management · CRD 169997
- Office
- Yalaha, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Burkhead work?
Kelly Burkhead is an investment adviser representative registered through Blueprint Wealth Management, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Burkhead a financial advisor?
Yes. Kelly Burkhead has a current investment-adviser registration in Florida and Texas, through Blueprint Wealth Management since April 2015.
How many years of experience does Kelly Burkhead have?
Kelly Burkhead has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Kelly Burkhead passed?
Kelly Burkhead has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2005.
Where did Kelly Burkhead work before Blueprint Wealth Management?
Before Blueprint Wealth Management, Kelly Burkhead was registered through Strategic Advisers, Inc., March 2011 to September 2012.
Where is Kelly Burkhead based?
Kelly Burkhead’s registered office is in Yalaha, FL.
Is Kelly Burkhead registered with FINRA?
No. Kelly Burkhead has no current broker registration.
How can I verify Kelly Burkhead’s record?
Search CRD 4977053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Burkhead’s full registration record.