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John Robert Burnham

Arete Wealth Advisors, LLC

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About John Robert Burnham

John Robert Burnham is a financial advisor with over 20 years of experience in the industry. John is currently registered with Arete Wealth Advisors, LLC and has been with the firm since July 2022. Previously, John worked with National Securities Corporation from 2004 to 2022 and Continental Broker-Dealer Corp. from 2001 to 2004. John holds FINRA Series 7, 63, 65, and 66 licenses, and is a registered investment advisor in several states. John's expertise includes financial planning, portfolio management, and pension consulting.

Firm Information

John Burnham is currently registered with Arete Wealth Advisors, LLC. Arete Wealth Advisors, LLC is a registered investment advisor headquartered in Chicago, Illinois. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, pension consulting, and portfolio management services to a diverse range of clients, including individuals, corporations, and pension plans. Arete Wealth Advisors also participates in wrap fee programs. The firm's website addresses include christie-cox.com, bondstocksfinancial.com, leblancfinancial.com, aretewealth.com, and more.
Arete Wealth Advisors, LLC

1115 W FULTON MARKET

CHICAGO, IL 60607

$2.67B

Assets Under Management

30

Total Clients

125

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Sharing in underwriting fees from an affiliated broker-dealer

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John Burnham’s Registration & Firm History

IL

07/20/2022 - Present

Arete Wealth Advisors, LLC (CHICAGO IL)

NY

01/12/2004 - 07/21/2022

NATIONAL SECURITIES CORPORATION (WHITE PLAINS NY)

NY

09/06/2001 - 01/29/2004

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

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Licenses & Designations

BOTH

Issued 11/22/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Robert Burnham. Review regulatory record here.
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