KB
Kimberly Bleck
from Burkholder & Associates, LLC
Kimberly Bleck is a financial advisor based in Maryland, Chevy Chase,
with 13 years of experience. Kimberly currently works for
Burkholder & Associates, LLC.
Kimberly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kimberly Bleck works at Burkholder & Associates, LLC
Burkholder & Associates, LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $136,356,559 of assets under management and employs about 5 people. Burkholder & Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2 Wisconsin Circle, Suite 700, Chevy Chase, Maryland, 20815
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