Kelly Burke

29 Years of Experience

Pompano, FL

2 DisclosuresBrokerSells Insurance

Kelly Burke is a registered investment advisor at Prosperity Wealth Management, INC., based in Pompano, FL, with 29 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M in assets under management.

Prosperity Wealth Management, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

49 advisors

Number of Clients

1,619 clients

Average Client Portfolio

$273K average

Assets Under Management

$442.2M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	2.00%
$500K - $750K	1.50%
$750K - $1.0M	1.35%
$1M+	1.20%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

Pompano, FL

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

October 2002

Final Disposition

Customer Dispute

June 2001

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kelly is associated with Integrated Financial Strategies, LLC as a registered investment advisor since 2012. Kelly also spends about 10% of her time on non-variable insurance activities and Long Term Care (LTC) under the same DBA, and owns an RIA/Financial Planning Services, Inc. since 2020.

Employment History

Current Registrations

Prosperity Wealth Management, INC.

February 2026 - Present · 3 mos

Fortune Financial Services, INC.

December 2025 - Present · 5 mos

Fortune Financial Services, INC.Broker

December 2025 - Present · 5 mos

Integrated Financial Strategies, LLC

September 2012 - Present · 13 yrs 8 mos

Previous Registrations

Kestra Investment Services, LLCBroker

June 2025 - November 2025 · 5 mos

Kestra Advisory Services, LLC

June 2025 - November 2025 · 5 mos

Financial Planning Services, INC.

June 2021 - December 2025 · 4 yrs 6 mos

Fortune Financial Services, INC.Broker

September 2014 - June 2025 · 10 yrs 9 mos

Capital Guardian, LLCBroker

September 2012 - September 2014 · 2 yrs

LPL Financial LLC

October 2007 - September 2012 · 4 yrs 11 mos

LPL Financial LLCBroker

October 2007 - September 2012 · 4 yrs 11 mos

AXA Advisors, LLCBroker

June 2005 - October 2007 · 2 yrs 4 mos

AXA Advisors, LLC

June 2005 - October 2007 · 2 yrs 4 mos

Mony Securities Corporation

January 2003 - June 2005 · 2 yrs 5 mos

Mony Securities CorporationBroker

January 2003 - June 2005 · 2 yrs 5 mos

New England Securities Corporation

December 2001 - January 2003 · 1 yr 1 mo

New England SecuritiesBroker

January 2000 - January 2003 · 3 yrs

AXA Advisors, LLCBroker

July 1996 - February 2000 · 3 yrs 7 mos

The Equitable Life Assurance Society of the United StatesBroker

July 1996 - January 2000 · 3 yrs 6 mos

State Registrations9 states

CAFLMDMINCOHPATXWI

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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