Keith George Burck

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/1994 → 01/2019
  Alerus Securities Corporation
  Fargo, ND
• 12/2018 → 01/2019
  Infinex Investments, Inc.
  Meriden, CT
• 01/2019 → Present
  Lpl Financial Llc
  Fargo, ND
• 01/2019 → Present
  Bell Bank
  Fargo, ND

Other Businesses

1. 1/17/2019 - Bell Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 04/11/2022 - No Business Name - Not Investment Related - At Reported Business Location(s) - Business Owner - Start Date - 04/01/2022 - 2 Hours Per Month/ 0 Hours During Securities

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Keith George Burck
• Keith G Burck