This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Kestra, or their subsidiaries or affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Burgdorf Wealth Managers makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Burgdorf Wealth Managers
makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Burgdorf Wealth Managers will not monitor or provide service regarding non-managed assets. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Burgdorf Wealth Managers Inc. is not affiliated with Kestra IS or Kestra AS.
Investor disclosures: https://www.kestrafinancial.com/disclosures