Noreen Burtner, financial advisor Baltimore MD

Noreen Burtner

CRD Number: 5681655
Current Firm: Facet Wealth, Inc.

Noreen Burtner (CRD# 5681655) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 11 years of experience in the finance industry. Noreen Burtner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Elburn, IL Nov 2020 - Current < 1
Tiaa Wheaton, IL Mar 2015 - Nov 2020 5
Lpl Roselle, IL Oct 2013 - Mar 2015 1
Edward Jones St Louis, MO Jun 2009 - Oct 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Noreen Burtner
Phone Number: (443)376-6222
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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