Kacie
Burger
Pensionmark Financial Group, LLC
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About this Advisor
Kacie Burger is a certified financial planner based out of Ambler, Pennsylvania, with a total of 1 year of industry experience. Burger is on the advisory team at Pensionmark Financial Group, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, Sequoia Consulting Services, Pensionmark Securities, LLC and Pensionmark Financial Group. Burger maintains a Series 63 license, qualifying them as a securities broker, and is able to operate in Arizona, California, New York, Pennsylvania and Texas. Pensionmark Financial Group, LLC is a registered investment company based out of Santa Barbara, CA. The firm has offices in 59 locations and a total of 244 advisors. It handles $27 billion in assets under management between its 7,380 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 142 charitable organizations. Of its 7,380 accounts, just 4% belong to high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Pensionmark Financial Group, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kacie Burger Work History
Kacie has been registered as a financial advisor for 1 years.*
Sequoia Consulting Services
Pensionmark Securities, LLC
Pensionmark Financial Group
The Vanguard Group, Inc
The Vanguard Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kacie Burger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Madison, WI
Los Angeles, CA
Fort Mill, SC
San Antonio, TX
Saint Petersburg, FL
Santa Barbara, CA
South Burlington, VT
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
