Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Von hoffmann Burnham is a registered Investment Advisor Representative with Deschutes Investment Consulting, LLC. Carl has been in the industry since 1988 and has worked at multiple firms, including FSIC, NFP Securities, Inc., Northwestern Mutual Investment Services, LLC, Todd Securities, Inc., Nathan & Lewis Securities, Inc., Robert W. Baird & Co. Incorporated, MCG Equities, Inc., and Mutual Service Corporation. Carl has a series 7, 24, 63, and 66 licenses. Carl is a Chartered Financial Consultant and specializes in portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
07/31/2013 - Present
Deschutes Investment Consulting, LLC (PORTLAND OR)
OR
10/03/2011 - 06/10/2013
FSIC (PORTLAND OR)
OR
09/26/2006 - 10/13/2011
NFP SECURITIES, INC. (PORTLAND OR)
OR
12/03/1990 - 09/29/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
OR
07/31/2002 - 09/25/2006
TODD SECURITIES, INC. (PORTLAND OR)
NY
11/05/1999 - 07/26/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
WI
04/16/1991 - 11/18/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
02/14/1989 - 09/05/1990
MCG EQUITIES, INC.
NA
02/23/1988 - 12/31/1988
MUTUAL SERVICE CORPORATION
BOTH
Issued 10/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Carl Burnham is the right advisor for you? Invested Better is here to help.
