Cheryl Burgmaier

Current Employers

Employment History

• 01/2004 → Present
  Burgmaier & Associates, Inc
  Albuquerque, NM
• 03/2016 → Present
  Hindley Burgmaier Group, Llc
  Albuquerque, NM
• 10/2020 → Present
  Future Wise Financial Planning, Llc
  Albuquerque, NM
• 04/2004 → Present
  4425 Juan Tabo, Llc
  Albuquerque, NM
• 06/2025 → Present
  Osaic Wealth, Inc.
  Farmington, NM

Previous Registrations

• 2021-01-29 → 2025-04-23
  Future Wise Financial Planning, Llc
  Albuquerque, NM
• 2019-02-22 → 2019-10-23
  Halbert Hargrove
  Houston, TX

Other Businesses

1. Cheryl Burgmaier is an Owner, Managing Member, and Owner/Vice President at Hindley Burgmaier Group, LLC, HBG Texas LLC, 4225 Juan Tabo, LLC, and Burgmaier & Associates, Inc., respectively. These other businesses are not investment-related and cumulatively account for approximately 50% of her time during trading hours. 2. SOL PROP I LLC POSITION: Member NATURE: LLC taxed as a partnership. Investment in Oil and Gas working interest. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2024 ADDRESS: 4425 Juan Tabo NE Ste 250, Albuquerque NM 87111, DESCRIPTION: I will be reconciling the bank account and preparing financial statements for tax preparation. 3. 5 TWENTY NEST LLC POSITION: LLC Member NATURE: LLC taxed as Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2025 ADDRESS: 520 W 16th St, Tempe AZ 85281, DESCRIPTION: I reconcile the accounts and will prepare financials for tax returns 4. RUNDOLA LLC POSITION: LLC Member NATURE: LLC taxed as partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/17/2018 ADDRESS: 4425 Juan Tabo NE Ste 250, Albuquerque NM 87111, DESCRIPTION: I do the accounting for this entity and prepare financial statements for tax preparation 5. 4425 JUAN TABO LLC POSITION: Partner/LLC Member NATURE: LLC taxed as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2004 ADDRESS: 4425 Juan Tabo NE Suite 250, Albuquerque NM 87111, DESCRIPTION: I am a partner/LLC member. I reconcile the books and prepare financial statements semi-annually. 6. HINDLEY BURGMAIER GROUP POSITION: Partner/LLC Member NATURE: LLC taxed as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2016 ADDRESS: 4425 Juan Tabo NE Suite 250, Albuquerque NM 87111, DESCRIPTION: I do the accounting for the business. I do not work in this business. Occasionally, I am invited to talk on a video/podcast. Rarely, I am asked to participate in meetings regarding account aspects of a deal (i.e., discussing the purchase of Accounts Receivable; expense reconciliations) 7. HBG TEXAS LLC POSITION: LLC Member NATURE: LLC taxed as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 4425 Juan Tabo NE Suite 250, Albuquerque NM 87111, DESCRIPTION: I reconcile bank accounts and prepare financial statements for tax preparation 8. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/20/2025 ADDRESS: 5920 E Main St Ste A Farmington NM 87402 DESCRIPTION: Marketing name for Securities business

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-29
• S65 Uniform Investment Adviser Law Examination
  2019-02-22

Designations