John Burns, financial advisor Algona IA

John Burns

CRD Number: 2485914
Current Firm: Eagle Strategies LLC

John Burns (CRD# 2485914) is an Investment Advisor Representative working at Eagle Strategies LLC in Algona, IA and has over 4 years of experience in the finance industry.

Similar Advisors
James Brandt, financial advisor Algona IA
James D. Brandt
CRD# 3030371
Ameriprise Financial Services, LLC
Similar Advisors
Jeffrey Brandt, financial advisor Algona IA
Jeffrey W. Brandt
CRD# 1663420
Ameriprise Financial Services, LLC
Similar Advisors
Tony Christensen, financial advisor Algona IA
Tony R. Christensen
CRD# 2165673
Edward Jones
Company Name Location Dates Years
Innovative Financial Solutions Algona, IA Apr 2022 - Current 2
Eagle Strategies LLC Algona, IA Jul 2021 - Current 2
Nylife Securities LLC Ankeny, IA Apr 2021 - Current 3
New York Life Insurance Company Ankeny, IA Jun 2005 - Current 18
Jack Burns Financial, Inc. Algona, IA Aug 1992 - Current 31
Gradient Advisors LLC Arden Hills, MN Nov 2019 - Mar 2021 1
Changepath, LLC Leawood, KS Sep 2019 - Nov 2019 < 1
Pruco Securities LLC West Des Moines, IA Mar 2004 - Sep 2019 15
Stueve Construction Algona, IA Sep 2003 - Nov 2015 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
S63 Uniform Securities State Law Examination May 2021
Contact Info for John J. Burns
Phone Number: (888) 695-3245
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.