Douglas George Burnette

Employer firm

Collective Wealth Advisors LLC CRD 289157

$157M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2011 → 04/2017
  Clark & Burnette Wealth Management, Llc
  Lake Charles, LA
• 04/2017 → Present
  Burnette Financial Planning, Llc
  Lake Charles, LA
• 08/2024 → Present
  Collective Wealth Advisors Llc
  Coppell, TX

Previous Registrations

• 2011-12-05 → 2024-12-31
  Burnette Financial Planning, Llc
  Lake Charles, LA
• 2008-08-08 → 2011-11-22
  Securian Financial Services, Inc.
  Houston, TX
  Lake Charles, LA

Other Businesses

BURNETTE FINANCIAL PLANNING, LLC; INV REL; LAKE CHARLES, LA; RIA/IAR/CCO; START 04/2017; APPROX 75% OF TIME; WILL MAINTAIN REGISTRATION DURING TRANSITION OF CLIENTS TO COLLECTIVE WEALTH ADVISORS.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-06

Designations

• Certified Financial Planner