Kisha Burchett

Advisor at Edward Jones

Updated today

Location

Paintsville, KY

Credentials

Series 66

Industry experience

8 years

About

Kisha Burchett is a financial advisor at Edward Jones in Paintsville, KY, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2016 and has prior work experience at Morehead State University in both the College of Business and Technology and the Camden Carroll Library. Outside of her advisory role, she is a co-owner of a residential rental property where she is involved in tenant screening and selection. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

Paintsville, KY

Most active in

Kentucky

Work history

Edward Jones

2017 - Present (9 years)

Edward Jones

2016 - 2017 (1 year)

Morehead State University Colege of Business and Technology

2016 - 2017 (1 year)

Morehead State University - Camden Carroll Library

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Julie S

Series 66

Prestonsburg, KY

Edward Jones

Julie Smith is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Community Trust Bank and held various roles in healthcare and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael C

CFP®, Series 66

Paintsville, KY

Cambridge Investment Research Advisors

Michael Caudill is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes a year at LPL Financial LLC and ten years at Citizens National Bank. Outside of his advisory role, he is an author of the "Show Me My Money Guide." Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes various account platforms and third-party strategists to deliver investment advice.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Sarah H

Series 66

Prestonsburg, KY

Edward Jones

Sarah Hyden is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and eight years of industry experience. She was previously with Steptoe & Johnson PLLC before joining Edward Jones in 2017. Hyden serves on the boards of the Big Sandy Community & Technical College Foundation and the United Way of Eastern Kentucky, contributing to scholarship fundraising and charitable event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Byron A

Series 66

Prestonsburg, KY

LPL Financial

Byron Akers is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ameriprise for eight years and Edward Jones for seven years. Akers serves as a board member for the Allen Fire Protection Tax District, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gregory D

Series 66

Paintsville, KY

Ameriprise

Gregory Dempsey is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, First Guard Fence Company, Amwins, Community Trust & Investment Company, and Peoples Insurance Agency. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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