Seth Burnham

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 03/2023 → 10/2024
  Masterplan Financial Group
  Peoria, IL
• 07/2022 → 03/2023
  Growing Deer Tv
  Reeds Spring, MO
• 05/2021 → 06/2022
  Game Changers Land Management
  Pekin, IL
• 08/2020 → 05/2022
  Greenville University
  Greenville, IL
• 08/2017 → 05/2020
  Illinois Central College
  East Peoria, IL
• 11/2021 → 01/2022
  Masterplan Financial Group
  Peoria, IL
• 06/2020 → 01/2021
  360 Electric Heating/Cooling
  Morton, IL
• 06/2018 → 02/2020
  Bass Pro Shops
  East Peoria, IL
• 06/2020 → 06/2020
  Kickapoo Sand And Gravel Inc.
  Kickapoo, IL
• 05/2013 → 08/2017
  The Christian Center
  Peoria, IL
• 08/2015 → 11/2016
  Christ Orchard
  Elmwood, IL
• 10/2024 → Present
  Masterplan Financial Group
  Peoria, IL
• 10/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Owner, Masterplan Wildlife Group; Wildlife habitat improvement and hunting strategy; Located in Dunlap, IL; as of 08/19/2023; 2% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-09