Mark Lawrence 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

• 09/2005 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2005 → Present
  Masterplan Financial Group
  Peoria, IL

Previous Registrations

• 1998-11-06 → 2005-09-13
  Osaic Fa, Inc.
  Peoria, IL

Other Businesses

1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. TRUSTEE OF ILLINOIS LAND TRUST CREATED TO OWN FAMILY FARM, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. HIS WORKMANSHIP CUSTOM GUNS - SOLE OWNER OF CUSTOM RIFLE MAKING COMPANY, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4. MASTERPLAN FINANCIAL GROUP, INC. - VICE PRESIDENT AND PARTIAL OWNER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-29
• S63 Uniform Securities Agent State Law Examination
  1991-12-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant