Robert Burns, financial advisor Brea CA
93 score

Robert Burns

CRD Number: 4478190
Current Firm: Thrivent Investment Management Inc.

Robert Burns (CRD# 4478190) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Brea, CA and has over 14 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Brea CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Leighann Miko, financial advisor Brea CA
Leighann Miko
CRD# 6093393
Cg Financial Services
Score
106
Similar Advisors
Brandon Averill, financial advisor Brea CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Current 14
Thrivent Investment Management Inc. Yorba Linda, CA Jul 2002 - Current 14
Thrivent Financial Bank Yorba Linda, CA Jul 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Robert E. Burns
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Burns and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.