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John Stanton Burns

Oakview Wealth Solutions LLC

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About John Stanton Burns

John Stanton Burns is an Investment Advisor Representative at Oakview Wealth Solutions LLC. John has been in the industry since 2011 and has experience in financial planning, portfolio management, and educational seminars. John is also an Enrolled Agent and operates a tax preparation business, Oakview Tax Solutions LLC. John is registered with the state of Missouri and has a Series 7, Series 66, and SIE. John has been with Oakview Wealth Solutions LLC since 2018.

Firm Information

John Burns is currently registered with Oakview Wealth Solutions LLC. Oakview Wealth Solutions LLC is an independent investment advisor headquartered in [insert location]. They offer comprehensive financial planning services to individuals, high-net-worth individuals, and corporations. They also provide portfolio management for individuals and select other advisors. Oakview has $23.2 million in regulatory assets under management and serves 174 clients.

$23.20M

Assets Under Management

6

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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John Burns’s Registration & Firm History

MO

07/17/2018 - Present

Oakview Wealth Solutions LLC (SAINT CHARLES MO)

MO

11/15/2014 - 07/03/2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

02/04/2013 - 11/20/2013

PNC INVESTMENTS (MAPLEWOOD MO)

CA

12/14/2011 - 06/22/2012

EDWARD JONES (COSTA MESA CA)

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Licenses & Designations

BOTH

Issued 12/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Stanton Burns.
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