Marie Anne Burns

Current Employers

Employment History

• 08/2016 → 01/2018
  Waddell & Reed, Inc
  Scottsdale, AZ
• 08/2016 → Present
  Various Insurance Carriers
  Phoenix, AZ
• 08/2016 → Present
  Marie Burns Inc
  Phoenix, AZ
• 05/2018 → 09/2019
  Sagepoint Financial, Inc.
  Chandler, AZ
• 09/2019 → Present
  Lpl Financial, Llc
  Chandler, AZ
• 08/2020 → Present
  Wise World Investment Planning
  Chandler, AZ
• 05/2018 → Present
  Win Win Investment Planning, Llc
  Chandler, AZ

Previous Registrations

• 2016-09-21 → 2018-01-26
  Waddell & Reed
  Scottsdale, AZ
• 2014-06-04 → 2016-08-22
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2012-03-12 → 2014-05-01
  Cliftonlarsonallen Wealth Advisors, Llc
  Phoenix, AZ
  Minneapolis, MN
  Tempe, AZ
  Minneapolis, MN
• 2006-02-07 → 2012-02-27
  Clifton Gunderson Wealth Advisors
  Phoenix, AZ
  Phoenix, AZ
  Stevens Point, WI

Other Businesses

1. 9/24/2019 - Itty Bitty: "Before" Financial Checklist - Home Based - Other-book on getting financially organized. - Writer - Started 1/18/2018 - 40 Hours Per Month/5 Hours During Securities Trading - Book on getting financially organized. No investment or financial advice. 2. 9/24/2019 - WIN WIN INVESTMENT PLANNING LLC- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1996. 3. 9/24/2019 - FOCUS POINT PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/2018. 4. 9/24/2019 - Mind Money Motion - Investment Related - Home Based - Other-mind money motion dba to MARIE BURNS, INC - Started 1/18/2018 - 2 Hours Per Month/5 Hours During Securities Trading - Speaking and podcast. 5. 9/24/2019 - MARIE BURNS, INC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 08/2016- 1 Hour Per Month. 6. 9/24/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/2016 - 5 Hours Per Month - Life, long term care. 7. 8/27/2020 - Wise World Investment Planning - DBA: (FP) FOCUS POINT PLANNING - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/2018 - 20 Hours Per Month During Securities Trading. 8. 8/27/2020 - Wise World Investment Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 01/2018 - 20 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Wise World Investment Planning, an independent investment advisor firm. I started this business activity in 1/2018. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-20
• S63 Uniform Securities Agent State Law Examination
  2001-05-14

Designations

Other Names

• Marie Anne Rowan