Weston Dyer Burnett

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → 12/2019
  Cohen & Burnett, P.C.
  Mclean, VA
• 06/2001 → 12/2019
  Legacy Analytics, Llc
  Mclean, VA
• 01/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2002-11-21 → 2020-01-02
  Optifour Integrated Wealth Management, Llc
  Mclean, VA

Other Businesses

Cohen & Burnett PC, START 7/1/200, Law firm, President, no compensation

Exams

• S66 Uniform Combined State Law Examination
  2001-05-30

Designations

• Certified Financial Planner