Wesley Jack Burrell

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2013 → 07/2020
  Edward Jones
  St Louis, MO
• 07/2020 → Present
  Lpl Financial, Llc
  Springfield, MO
• 07/2020 → Present
  Independent Advisor Alliance, Llc
  Springfield, MO

Previous Registrations

• 2013-01-28 → 2020-07-21
  Edward Jones
  Maryland Heights, MO
  Springfield, MO
  Springfield, MO

Other Businesses

1. 07/20/2020 - BLACKBRIDGE FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 50%/ SPRINGFIELD, MO 2. 08/03/2013 - BURRELL ENTERPRISES LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 1842 N FARM RD 93, SPRINGFIELD, MO 65802 3. 05/01/2010 - CATTLE HOLDINGS/ OTHER - CATTLE HOLDINGS/ NOT INVESTMENT RELATED/ 10%/ WILLARD, MO 4. 04/01/2018 - WESLEY J & WHITNEY D BURRELL JOINT REVOCABLE TRUST/ ACT IN A FIDUCIARY CAPACITY/ NOT INVESTMENT RELATED/ 0%/ WILLARD, MO 5. 8/25/2020 - Independent Advisor Alliance, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 07/2020 - 140 Hours Per Month/35 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 9/22/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/18/2020 - 5 Hours Per Month During Securities Trading. 7. 10/10/2022 - Wesley J Burrell LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 07/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-31

Other Names

• Wesley Jack Burrell