Kraig Kenneth Burlingame

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 04/2022
  Suncomm
  Yakima, WA
• 08/2022 → 09/2023
  Peak Financial Network Solutions
  Mmurray, UT
• 02/2020 → 11/2021
  Banner Bank
  Yakima, WA
• 04/2019 → 11/2019
  Ron Britt & Associates
  Yakima, WA
• 05/2017 → 08/2019
  Virginia Mason Memorial Hospital
  Yakima, WA
• 05/2015 → 08/2018
  Allan Brothers Fruit
  Naches, WA
• 09/2013 → 05/2017
  Skateland Fun Center
  Union Gap, WA
• 08/2011 → 06/2020
  East Valley High School And Yakima Valley College
  Moxee, Yakima, WA
• 04/2022 → 08/2022
  Unemployed
  Yakima, WA
• 06/2022 → 09/2022
  Cetera Advisor Networks
  El Segundo, CA
• 09/2022 → 09/2023
  Cetera Advisor Networks
  El Segundo, CA
• 09/2023 → 01/2025
  Self Employed
  Yakima, WA
• 01/2025 → Present
  Lpl Financial Llc
  Yakima, WA

Other Businesses

1) 04/02/2025 - Summit Point Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 20 Hrs During Trading. 2) 05/15/2025 - Walker Investments- Not Investment Related - Tooele UT - Non-Variable Insurance - Start Date : 01/01/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 3) 05/14/2025 - Walker Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2025 - 80 Hrs/Mth - 4 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-02

Other Names

• Kraig Kenneth Burlingame
• Kraig Kenneth Burlingame