Robert Edward Burns

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2009 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 10/2009 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 10/2009 → Present
  Fourest, Llc
  Greenwood Village, CO
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Greenwood Village, CO
• 09/2016 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-09-01 → 2021-05-20
  Summit Financial Group Inc
  Greenwood Village, CO
• 2016-09-02 → 2016-11-02
  Vsr Financial Services, Inc.
  Greenwood Village, CO
  Overland Park, KS
• 2009-10-30 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Greenwood Village, CO
• 2003-01-21 → 2009-11-04
  Grove Point Investments, Llc
  Centennial, CO
  Greenwood Village, CO

Other Businesses

(1.) - - ROBERT E. BURNS; IS INVESTMENT RELATED; 5350 SOUTH ROSLYN STREET, SUITE 370, GREENWOOD VILLAGE, CO 80111; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN MAY 2002; 40 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (2.)- - Name of other business: Fourest, LLC Investment related: Yes Address: Same as Registered Location Nature of business: DBA Name only Position/title/relationship: Rep Start Date: 04/2009 Apx number of hours per week: 40 Apx number of hours during trading hours: 32.5 Brief description of duties: DBA name 3. Madison Group LLC; Investment Related; 5350 S. Roslyn St. 370, STE 370, Greenwood Village, CO 80111; LTC/Life/DIS Insurance; President/Owner; 04/01/2002; 10 Hours Per Month; 10 Hours During Trading Hours; Present Insurance Options as Part of Financial Planning Progress.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-05-13
• S65 Uniform Investment Adviser Law Examination
  2002-11-19

Other Names

• Rob Burns
• Rob E Burns
• Robert E Burns