Troy Burgett (CRD# 6803639) is an Investment Advisor Representative working at Catalonia Wealth Management LLC in Roeland Park, KS and has over 3 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realko Asset Management, LLC | Kansas City, KS | Apr 2022 - Current | 2 |
| Catalonia Wealth Management, LLC | Roeland Park, KS | Mar 2022 - Current | 2 |
| Catalonia Wealth Management, LLC | Roeland Park, KS | Jul 2021 - Current | 2 |
| Pwc | Kansas City, KS | Sep 2019 - Apr 2022 | 2 |
| Unemployed | Roeland Park, KS | Jan 2019 - Aug 2019 | < 1 |
| Full-time Student | Roeland Park, KS | Dec 2009 - Dec 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- KS
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS
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