Kelly
Burger

Vicus Capital, Inc

CRD#5683686
Investment Advisor
in State College, PA

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About this Advisor

Kelly Burger is a financial advisor based in State College, Pennsylvania, working with Vicus Capital, Inc. Kelly has previously held positions at Vicus Capital, Inc - 116021, Feather Cu Services, LLC, M & T Bank, Part-Time Student, Full-Time Student, Ovations Food Services, Cetera Advisor Networks, and Partners Financial Group (Pfg, Inc). Kelly has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kelly is part of Vicus Capital, Inc, which operates out of State College, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

476 Rolling Ridge Drive, Suite 315
State College, PA 16801

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

PA Average: $15,833,994,310
Total Number of Employees

87

PA Average: 41
Total Number of Accounts

8,430

PA Average: 3,342
Average Account Size

$267,441

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kelly Burger Work History

2023 - Present (2 years)

Cetera Advisor Networks

2022 - Present (3 years)

Vicus Capital, Inc - 116021

2022 - Present (3 years)

Partners Financial Group (Pfg, Inc)

2022 - 2023 (1 year)

Cetera Advisor Networks

2018 - 2022 (4 years)

Feather Cu Services, LLC

2018 - 2018 (< 1 year)

Ovations Food Services

2016 - 2018 (2 years)

M & T Bank

2015 - 2016 (1 year)

Part-Time Student

2013 - 2014 (1 year)

Full-Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kelly 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 Vicus Capital, Inc

Meghan Kelly
Rochester, NY
John Straub
State College, PA
Jason Marcieski
Grove City, PA
Amy Sanor
State College, PA
Elana Yaffe
Westlake Village, CA
Aaron Soden
Lakewood, PA
Robert Hinson
State College, PA
Kelly Burger
State College, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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