Kyler Burke
Wealth Management Advisor, Investment Advisor @Legacy Wealth Management
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WORK HISTORY
Wealth Management Advisor, Investment Advisor @Legacy Wealth Management
Boise, ID, US
Series 65-licensed investment advisor representative (IAR) at Legacy Wealth Management. Dedicated to helping clients of all size to build and manage their investment portfolios - both in and outside of the stock market. Specializing in alternative investments such as energy and oil & gas, natural resources, venture capital, private equity, private credit and commercial and residential real estate and more. Tax advantaged investments including capital gains reinvestment in QOZs and 1031/721 exchanges into properties and mineral rights.
EDUCATION
The American College of Financial Services
Tax Planning Certified Professional, Financial Planning and Services
North American Securities Administrators Association
Series 65 Exam, Investments and Securities
ABOUT KYLER BURKE
I help investor clients implement the endowment investing model in their portfolio for…
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