Kyler Burke, financial advisor Boise ID

Kyler Burke

CRD Number: 7690044
Current Firm: Legacy Wealth Management, LLC

Kyler Burke (CRD# 7690044) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Idaho Helicopters, Inc. Boise, ID May 2023 - Current 1
Rise Realty Meridian, ID Jan 2022 - Current 2
New Legacy, LLC Nampa, ID Oct 2021 - Current 2
Kit Helicopter Operations Mud Lake, ID Jun 2022 - Nov 2022 < 1
Heli-1 Corp Missoula, MT Mar 2021 - Nov 2022 1
Buenaventura Alliance, Inc. Nampa, ID May 2012 - Dec 2021 9
Eagle Helicopters, Inc. Dba Kachina Aviation Nampa, ID Jan 2019 - Mar 2021 2
Pj Helicopters Red Bluff, CA Jul 2014 - Sep 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
Contact Info for Kyler Burke
Phone Number: 208-955-0500
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    373
    MILLIONS
  • Total Number of Accounts
    3,537
    ACCOUNTS
  • Average Account Value
    $105,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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