Danielle Marie Burton

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

• 04/2016 → 02/2019
  Lpl Financial, Llc
  Orland Park, IL
• 02/2016 → Present
  Homes & Heritage Llc
  New Lenox, IL
• 02/2015 → Present
  Megent Financial
  Orland Park, IL
• 04/2016 → 02/2019
  Opus Wealth Partners, Llc
  Lisle, IL
• 03/2015 → Present
  Trustee For Spouse Trust
  Orland Park, IL
• 02/2019 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-04-29 → 2019-03-04
  Opus Wealth Management Group
  Orland Park, IL
• 2013-05-22 → 2016-05-02
  Fsc Securities Corporation
  Orland Park, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 04/2016; POSITION/TITLE/RELATIONSHIP: REGISTERED REP; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: HOMES & HERITAGE LLC; INVESTMENT RELATED: NO; ADDRESS: 2005 BRANDON HILL ROAD, NEW LENOX, IL 60451; NATURE OF BUSINESS: FIXED INSURANCE / TAX ENTITY; START DATE: 03/2015; POSITION/TITLE/RELATIONSHIP: OWNER / AGENT; APX NUMBER OF HOURS PER WEEK: 3-5; APX NUMBER OF HOURS DURING TRADING HOURS: 3-5; BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE; 4. NAME OF OTHER BUSINESS: TRUSTEE FOR SPOUSE TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: TRUST; START DATE: 03/2015; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR SPOUSE TRUST; 5. NAME OF OTHER BUSINESS: HOLMES & HERITAGE, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: MINING CRYPTO, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MONITORING SOFTWARE, MAINTAIN HARDWARE 6. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams

• S66 Uniform Combined State Law Examination
  2013-05-21

Other Names

• Danielle Floyd
• Danielle Marie Floyd