Kelly Elaine Burkhead

Employer firm

Parady Wealth Management CRD 169997

$146M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2012 → Present
  Parady Financial Group
  The Villages, FL
• 12/2013 → 10/2016
  Parady Investments, Llc
  The Villages, FL
• 11/2016 → Present
  Blueprint Wealth Management, Llc Dba Parady Wealth Management
  The Villages, FL

Previous Registrations

• 2015-04-30 → 2015-12-31
  Parady Wealth Management
  The Villages, FL
• 2011-03-04 → 2012-09-18
  Strategic Advisers Llc
  The Villages, FL

Other Businesses

(1) PARADY FINANCIAL GROUP; INSURANCE RELATED; THE VILLAGES, FL; A LICENSED INSURANCE AGENCY; VICE PRESIDENT OF SALES; 10/2012 TO PRESENT; 40+ HRS/WK; 32.5 HRS/WK DURING SECURITIES TRADING HOURS; HER DUTIES ARE TO MEET WITH CLIENTS AND PREPARE AND PRESENT RETIREMENT INCOME STRATEGIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-27
• S63 Uniform Securities Agent State Law Examination
  2005-08-12

Designations

• Certified Financial Planner

Other Names

• Kelly Elaine Herk
• Kelly E Sandro
• Kelly Elaine Sandro