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Sean Michael Burgess

Burgess Financial Planning

Portland, OR

Portland, OR

San Francisco, CA

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Current Employers
Burgess Financial Planning

1355 Nw Everett St Suite 100, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-08
OR RA APPROVED 2022-06-06
CA RA APPROVED 2013-08-26
  • TX RA
    APPROVED_RES
    Since 2024-03-08
  • OR RA
    APPROVED
    Since 2022-06-06
  • CA RA
    APPROVED
    Since 2013-08-26

Branch Locations

1355 Nw Everett St Suite 100, Portland, OR 97209 • United States

Portland, OR • United States

177 Post St Suite 600, San Francisco, CA 94108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burgess Financial Planning Portland OR 04/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-12
  • S65 Uniform Investment Adviser Law Examination
    2007-04-12
Designations

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
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MERCER GLOBAL ADVISORS INC. · Tigard, OR
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