Steven Duane Burt

Current Employers

Employment History

• 04/1983 → Present
  Steven D Burt, Enrolled Agent
  Fremont, MI
• 01/1990 → Present
  Oosting Burt & Associates
  Fremont, MI
• 10/2010 → Present
  Centaurus Financial, Inc.
  Anaheim, CA

Previous Registrations

• 2009-01-30 → 2010-10-18
  Usa Wealth Management Llc
  Fremont, MI

Other Businesses

1. LAKESHORE PROPERTIES OF LUDINGTON, LLC, INVESTMENT RELATED, 5784 W. US 10 LUDINGTON, MI 49431 & 807 E. FILER ST., LUDINGTON, MI 49431, LEASE OF RESIDENTIAL/COMMERICIAL PROPERTY, MEMBER, SINCE 5/28/2014, DEVOTED TIME IS 5 HRS A MONTH, PAY THE BILLS, DEPOSIT THE RENTS, AND FILE THE TAX RETURN. 2. BOIS BLANC VINEYARD, LLC, NON-INVESTMENT RELATED, 51 ROCKY ROAD, VOIS BLANC ISLAND, MI 49775, PRODUCTION OF GRAPES TO SELL FOR WINE IN 4-5 YEARS, MEMBER, SINCE 1/1/2014, DEVOTED TIME IS 13 HRS A MONTH. PARTNER, 3. MEMBER, HARDY GROCERY, LLC, 7607 E. 36TH ST., NEWAYGO, MI 49337. NON INVESTMENT RELATED SINCE 02/2004 & I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. BOOKKEPPING & MANAGEMENT. 4. SECRETARY, PIZZA NOTIONS, INC. 1042 W. MAIN, FREMONT, MI 49412. NON INVESTMENT RELATED SINCE 08/1994 & I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. I GIVE ADVISE TO OWNER/PRESIDENT WHO IS MY SPOUSE. 5. MEMBER, BOSS PROPERTIE,LLC, 1843 S. BALDWIN AVE., FREMONT, MI 49412. NON INVESTMENT SINCE 01/2002 & I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. CASH CROPING & FARMLAND RENTAL. BEEF & COMMERCIAL LAND LEASE. 6. MEMBER, S-M BURT PROPERTIES, LLC., 5829 W. 32ND ST., FREMONT, MI 49412. NON INVESTMENT SINCE 08/2006 & I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. RENTAL PROPERTIES RESIDENTIAL & COMMERCIAL. 7. SPOUSE OF OWNER/SPANKY'S PIZZA OF LUDINGTON, 4743 W. US. HWY 10, #7, LUDINGTON, MI 49431. NON INVESTMENT RELATED SINCE 08/2006 & I SPEND APPROX. 1 HOUR PER MONTH ON THIS ACTIVITY. ASSIST. SPOUSE WITH MANAGEMENT DECISIONS. 8. STEVEN D. BURT POSITION: Enrolled Agent NATURE: I can answer any questions or represent clients to the internal revenue service without the client being present. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/28/1984 ADDRESS: 38 E. Sheridan, Fremont MI 49412, United States DESCRIPTION: represent clients being audited in front of the internal revenue service. This includes document/data collecting, audit preparation, and audit presentations to the IRS on behalf of clients. 9. OOSTING, BURT & ASSOCIATES LLP POSITION: Partner/Member NATURE: DBA for marketing purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 38 E. Sheridan, Fremont MI 49412, United States DESCRIPTION: DBA for marketing purposes only. 10. OOSTING, BURT & ASSOCIATES LLP POSITION: Member/Partner NATURE: Tax preparation as a consultant and accountant. Payroll as a accounting professional. INVESTMENT RELATED: No NUMBER OF HOURS: 172 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1990 ADDRESS: 38 E. Sheridan, Fremont MI 49412, United States DESCRIPTION: I work with clients and prepare tax returns, accounting for businesses, and payroll. Tax preparation includes meeting with clients, acquiring appropriate documentation and data to complete their tax returns before the deadline. For accounting, we prepare financial statements, reconcile banks, and assess figures from the data the clients provide on a monthly basis. For payroll, we acquire compensation and hours from clients employees to issue checks or make direct deposits based on their pay.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-19
• S63 Uniform Securities Agent State Law Examination
  1989-07-24

Other Names

• Steven D Burt
• Steven D Burt