Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Burns is an active advisor with Lion Street Advisors, LLC in Cedar Rapids, Iowa. Brian has been in the industry since 1982 and has a variety of experience in the financial industry. Brian is a licensed representative in several states and holds multiple licenses and certifications. In addition to his role at Lion Street Advisors, LLC, Brian also works with True North as an Insurance Agent and manages a small farm called Shade Tree Acres, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
12/19/2019 - Present
Lion Street Advisors, LLC (CEDAR RAPIDS IA)
IA
11/14/2014 - 12/23/2019
SECURITIES AMERICA, INC. (CEDAR RAPIDS IA)
IA
05/12/2000 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MA
09/07/1995 - 09/10/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/03/1998 - 09/02/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
11/29/1990 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
05/24/1988 - 11/29/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
07/19/1982 - 05/31/1988
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 06/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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