David Odell Burns

Current Employers

Employment History

• 05/2005 → Present
  American United Life
  Indianapolis, IN
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Peak Financial Network Solutions, Llc
  Murray, UT
• 11/2024 → Present
  Kaizen Capital Llc
  Farmington, UT

Previous Registrations

• 2008-03-03 → 2009-09-08
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Kaysville, UT
• 2006-06-20 → 2007-12-31
  Oneamerica Securities, Inc.
  Ogden, UT
  Cottonwood Heights, UT
  Midvale, UT

Other Businesses

(1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: NO, ADDRESS: 234 E 2200 SOUTH, KAYSVILLE, UT 84037, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE), POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE ; START DATE: 8/16/2006 APX NUMBER OF HOURS PER MONTH: N/A, APX NUMBER OF HOURS DURING TRADING HOURS: N/A ; BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REPRESENTATIVE; (2) NAME OF OTHER BUSINESS: BURNS & ASSOCIATES ; INVESTMENT RELATED: NO, ADDRESS: 234 E 2200 SOUTH, KAYSVILLE, UT 84037, NATURE OF BUSINESS: DBA FOR FIXED INCOME, POSITION/TITLE/RELATIONSHIP: OWNER/ CEO START DATE: 08/16/2006 APPROX NUMBER OF HOURS PER MONTH: 5 HOURS PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: OWNER OF CORPORATION TO RUN BUSINESS THROUGH; (3) NAME OF OTHER BUSINESS: RETIREMENT HEALTH SOLUTIONS, INVESTMENT RELATED: NO, ADDRESS: 234 E 2200 SOUTH, KAYSVILLE, UT 84037, NATURE OF BUSINESS: HEALTH INSURANCE FOR INDIVIDUALS 65 YEARS AND OLDER, POSITION/TITLE/RELATIONSHIP: OWNER/CEO/PRESIDENT, START DATE: 03/25/2008, APPROX NUMBER OF HOURS PER MONTH: 5 HOURS PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: PRESIDENT, START-UP COMPANY WHICH IS LOOKING TO RECRUIT AGENTS TO SELL MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENTAL; (4) NAME OF OTHER BUSINESS: TYTAN SECURITY, INVESTMENT RELATED: NO, ADDRESS: N/A, NATURE OF BUSINESS: ALARM SYSTEM FOR HOMES AND BUSINESS, POSITION/TITLE/RELATIONSHIP: PART OWNER/CFO, START DATE: 04/01/2011, APPROX NUMBER OF HOURS PER WEEK: HALF HOUR PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: CFO - HELP OVERSEE THE OPERATIONS; (5) NAME OF OTHER BUSINESS: ADONIS AUTO GROUP & ADONIS FINANCIAL, INVESTMENT RELATED: NO, ADDRESS: 804 NORTH WATSON ROAD, ARLINGTON, TX 76011., NATURE OF BUSINESS: CAR DEALERSHIP & FINANCING, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 06/21/2012, APX NUMBER OF HOURS PER WEEK: 2 HOURS PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: STRATEGIC ANALYST, ADVISOR, PRIMARY INVESTOR & OWNER. SELLING AUTOMOBILES & FINANCING THE CARS; (6) NAME OF OTHER BUSINESS: SUMMIT VIEW FINANCIAL LLC ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: NAME OF FINANCIAL PLANNING PRACTICE, FOR MARKETING PURPOSES ONLY ; (7) . NAME OF OTHER BUSINESS: JBJ HOLDINGS, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: OFFICE BUILDING START DATE: 12/2019 POSITION/TITLE/RELATIONSHIP: PARTNER LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICE BUILDING TO HOUSE FINANCIAL PLANNING BUSINESS; (8) NAME OF OTHER BUSINESS: PEAK FINANCIAL NETWORK SOLUTIONS, LLC, INVESTMENT RELATED: YES, ADDRESS: 114 W. WINCHESETER, MURRAY, UT 84107, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: ENTITY THAT OVERSEES BROKERS/ADVISORS UNDER CETERA IN OUR REGION; (9) NAME OF OTHER BUSINESS: KAIZEN CAPITAL LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: ENTITY IS LLC TO HOLD OWNERSHIP SHARES OF PEAK FINANCIAL NETWORK SOLUTIONS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-14
• S63 Uniform Securities Agent State Law Examination
  2004-05-13

Other Names

• David Burns