Susan Lynn Burnett

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/2015 → 07/2019
  Western Southern Financial
  Cincinnati, OH
• 02/2020 → 08/2025
  Core Investment Group, Llc
  Loveland, OH
• 08/2019 → Present
  Monarch Retirement Solutions, Llc
  Loveland, OH
• 07/2019 → 02/2020
  Cornerstone Registered Investment Advisors
  Loveland, OH
• 08/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2020-02-28 → 2025-08-04
  Core Partners
  Loveland, OH
  Austin, TX
  Loveland, OH
• 2019-07-29 → 2020-12-07
  Cornerstone Registered Investment Advisors
  Loveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-11

Other Names

• Susan Lynn Smith
• Susan Lynn Guzior