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Burta Kelly

One Day In July LLC

Burlington, VT

CRD 8114987

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Employer firm

One Day In July LLC CRD 284335

$1.36B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
One Day In July Llc

77 College St. #3A, Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-06-11
  • VT RA
    APPROVED
    Since 2025-06-11

Branch Locations

77 College St. Suite 3A, Burlington, VT 05401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Day In July Llc Burlington VT 05/2019 Present
Aurora North Software Burlington VT 03/2016 04/2019
  • 05/2019 → Present
    One Day In July Llc
    Burlington, VT
  • 03/2016 → 04/2019
    Aurora North Software
    Burlington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23
Other Names
  • Burta Lirene Kelly Rowekamp
  • Burta Rowekamp

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Burlington, VT
CETERA INVESTMENT ADVISERS LLC · BURLINGTON, VT
BLUE SLATE INVESTMENT MANAGEMENT · BURLINGTON, VT

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