Business Description

Our mission is to guide our clients to financial confidence through personalized and prudent investment advice. Whether your financial affairs are relatively simple or very complex, IFS can help you develop an investment strategy that is right for you and can provide insight on how to plan for many of life’s major events.

Integrated Financial Strategies has been helping our clients in the Carolinas for over 15 years and was voted a 5 Star Wealth Manager for Best in Client Satisfaction as reported by Charlotte Magazine. IFS was also nominated as a finalist for the Silver Torch Award presented by the Better Business Bureau.

Independent investment consulting cannot take place unless the investment advisor uses a non biased approach to investing. This means making recommendations based solely on the client’s best interest without any pressure to sell a particular firm’s products. As an independent advisor, an IFS advisor has the ability to offer the best strategy to a client’s situation without any bias.

Whether it is planning a successful retirement, taking advantage of tax deferred investments or developing a comprehensive estate plan, IFS will offer you personalized advice with the focus on integrity.

General Information

Gender:

Male

CRD#:

2768537

Name of Broker/Dealer:

LPL Financial

States Licensed in:

FL, LA, NC, SC, TN, TX, VA

States Willing to do Business in:

FL, LA, NC, SC, TN, TX, VA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

I entered the financial services industry in 1991 as a representative in my family's Employee Benefits firm, The Burke Agency. Four years later I began to develop my financial planning practice in the Charlotte region. In 2002 I joined Integrated Financial Strategies as a partner.

I have conducted educational seminars for over a decade in the greater Charlotte area. The seminars have been presented at various institutions such as Harris Teeter, BellSouth, Queens College, The Shepherd Center and Charlotte Senior Centers.

I have a Bachelor of Science degree in marketing and Finance from Louisiana Tech University. I am a Registered Investment Advisor Associate (RIAA) of LPL Financial.

My firm specialize in retirement and estate planning, which includes but is not limited to, the development and maintenance of investment portfolios designed to generate income.

I work with the following types of clients:

Individual Investors, Businesses

Services

Investment Types:

FOREX & Currency, Mutual Funds, Commodities, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs)

Qualifications & Memberships

Securities Licenses:

Series 63, Series 7, Series 65, Series 6

Insurance and Annuity Licenses:

Life, Health, Annuity, Accident, Variable Life, Long Term Care, Variable Annuity, Disability

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

300

Firm's Number of Planning Clients:

300

Firm's Number of Managed Clients:

200

Advisor's Number of Clients:

100

Advisor's Number of Managed Clients:

100

Advisor's Number of Planning Clients:

100

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

250,000

Compensation Methods:

Based on Assets, Commissions

Fee % Based on Assets:

1-1.25

Prepared By:

Kelly G. Burke