Kelly Burger

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2022 → Present
  Vicus Capital, Inc. - 116021
  State College, PA
• 11/2018 → 07/2022
  Feather Cu Services, Llc
  Harrisburg, PA
• 06/2016 → 11/2018
  M & T Bank
  State College, PA
• 06/2018 → 09/2018
  Ovations Food Services
  State College, PA
• 08/2022 → 04/2023
  Cetera Advisor Networks
  El Segundo, CA
• 04/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2022 → Present
  Partners Financial Group (Pfg, Inc.)
  State College, PA

Previous Registrations

• 2024-01-10 → 2024-01-11
  Cetera Investment Advisers Llc
  State College, PA

Other Businesses

1. NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. - 116021 INVESTMENT RELATED: YES ADDRESS: 476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA 16801 NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: COMPLIANCE DATA ANALYST START DATE: 7/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REVIEW OF VICUS CAPITAL MANAGED ACCOUNTS, DUE DILIGENCE THIRD PARTY REVIEWS, ASSISTANCE WITH IAR AUDITS; 2. NAME OF OTHER BUSINESS: BOY SCOUT TROOP 353 INVESTMENT RELATED: NO ADDRESS: 144 WEST MAIN ST, HOWARD, PA 16841 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MAINTAIN FINANCIAL RECORDS FOR THE ENTIRE TROOP, AS WELL AS INDIVIDUAL LEDGERS FOR EACH SCOUT; 3. NAME OF OTHER BUSINESS: PARTNERS FINANCIAL GROUP (PFG, INC.) INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INDEPENDENT PRODUCER GROUP; OFFICE OF SUPERVISORY JURISDICTION (OSJ) START DATE: 7/2022 POSITION/TITLE/RELATIONSHIP: COMPLIANCE DATA ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REVIEW OF VICUS CAPITAL MANAGED ACCOUNTS, DUE DILIGENCE THIRD PARTY REVIEWS, ASSISTANCE WITH IAR AUDITS;

Exams

• S66 Uniform Combined State Law Examination
  2023-10-31

Other Names

• Kelly Marie Burger