Troy Isaac Burgett

Employer firm

Catalonia Wealth Management LLC CRD 320604

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Catalonia Wealth Management Llc

Overland Park, KS • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2022-05-19

KS RA
APPROVED

Since 2022-05-19

Branch Locations

Overland Park, KS • 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

Organization	City	State	From	To
Catalonia Wealth Management, Llc	Roeland Park	KS	03/2022	Present
Realko Asset Management, Llc	Kansas City	KS	04/2022	Present
Catalonia Wealth Management, Llc	Roeland Park	KS	07/2021	Present
Pwc	Kansas City	KS	09/2019	04/2022
Unemployed	Roeland Park	KS	01/2019	08/2019
Full-Time Student	Roeland Park	KS	12/2009	12/2018

03/2022 → Present

Catalonia Wealth Management, Llc

Roeland Park, KS
04/2022 → Present

Realko Asset Management, Llc

Kansas City, KS
07/2021 → Present

Catalonia Wealth Management, Llc

Roeland Park, KS
09/2019 → 04/2022

Pwc

Kansas City, KS
01/2019 → 08/2019

Unemployed

Roeland Park, KS
12/2009 → 12/2018

Full-Time Student

Roeland Park, KS

Other Businesses

Name: Realko Asset Management, LLC Investment related: Yes Address: Kansas City, KS Nature: Real estate management company Position/Title: Financial Analyst Start: 04/2022 Hours: 120 during securities trading: 100 Duties: Financial analyst for real estate management company.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-05-06

S65 Uniform Investment Adviser Law Examination

2020-05-06

View on SEC IAPD