Breland Isaiah Burns

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2014 → 06/2018
  Jack Cooper Transport
  Kansas City, MO
• 05/2018 → 06/2018
  Angela Robinson/Waddell & Reed
  Leawood, KS
• 06/2018 → 07/2021
  Angela Robinson
  Leawood, KS
• 06/2018 → 07/2021
  Waddell & Reed, Inc.
  Leawood, KS
• 12/2020 → 04/2021
  Talent Unlimited
  Kansas City, MO
• 07/2021 → Present
  Lpl Financial Llc
  Leawood, KS

Previous Registrations

• 2018-12-06 → 2021-07-21
  Waddell & Reed
  Shawnee, KS
  Edmond, OK
  Leawood, KS

Other Businesses

1) 07/29/2021 - Non-Variable Insurance - At Reported Business Location(s) - Inv Related - 0 Hours Per Month/0 Hours During Securities Trading. 2) 07/29/2021 - DBA for LPL Business (entity for LPL business) - Robinson Wealth Advisors - Investment Related - At Reported Business Location(s) - Start date: 02/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 3) 07/18/2022 - BB Business Ventures, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Advisor - Start Date - 07/25/2022 - 130 Hours Per Month/130 Hours During Securities Trading. 4) 06/16/2025 - Breland Burns - Investment Related - Notary - At Reported Business Location(s) - Start Date:06/02/2025 - 1 Hrs/Mth -1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-06

Designations

• Certified Financial Planner

Other Names

• Breland Isaiah Burns