Elizabeth Anne Burgess

Employer firm

Advisory Advocates LLC CRD 284100

$159M regulatory AUM

Reported services (Item 5G)

• Financial planning
• 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

• 09/2015 → 02/2017
  Bankers Life
  Grand Rapids, MI
• 11/2016 → 02/2017
  Bankers Life Securities Inc
  Grand Rapids, MI
• 02/2017 → 01/2020
  David A Koetje And Assoc. Inc Dba Solid Rock Investing
  Grand Rapids, MI
• 03/2017 → 01/2020
  Voya Financial Advisors
  Grand Rapids, MI
• 01/2020 → 05/2023
  Legacy Planning & Associates, Inc.
  Grand Rapids, MI
• 02/2021 → Present
  Advisory Advocates, Llc
  Grand Rapids, MI
• 02/2018 → 01/2020
  Voya Financial Advisors
  Grand Rapids, MI
• 01/2017 → 02/2017
  Bankers Life Advisory Services, Inc.
  Grand Rapids, MI
• 01/2021 → 10/2023
  Legacy Planning & Associates, Inc.
  Grand Rapids, MI

Previous Registrations

• 2022-01-07 → 2023-05-22
  Legacy Planning & Associates, Inc.
  Grand Rapids, MI
• 2020-01-27 → 2021-12-31
  Legacy Planning & Associates, Inc.
  Grand Rapids, MI
• 2018-02-06 → 2020-01-22
  Voya Financial Advisors, Inc.
  Grand Rapids, MI
  Ellicott City, MD
  Lake St. Louis, MO
• 2017-01-10 → 2017-03-13
  Bankers Life Advisory Services, Inc.
  Grand Rapids, MI
  Chicago, IL

Other Businesses

Independent Insurance Agent; No; GRAND RAPIDS; MI; 49546; Fixed Insurance Sales; Independent Insurance Agent; 1/29/2018; 2 hours/mo during trading; Sales of Fixed Insurance; Investment related GOLDFINCH WEALTH MANAGEMENT - NON-INVESTMENT RELATED - GRAND RAPIDS MI - MANAGING MEMBER - 09/2023 - 2 HRS/MO DURING TRADING - LLC THAT HOLDS OWNERSHIP INTEREST IN ADVISORY ADVOCATES

Exams

• S66 Uniform Combined State Law Examination
  2017-01-07

Other Names

• Lisa Byl
• Byl-Burgess
• Elizabeth Burgess
• Lisa Burgess
• Elizabeth A Burgess