Cheree R. Burnette

COLLECTIVE WEALTH ADVISORS LLC

LAKE CHARLES, LA 70605

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CRD#: 1378351

Professional summary

Cheree Ray Burnette, ChFC®, CLU®, who also goes by Cheree Ray Brewer, Cheree Ray Clark, Cheree Annette Ray, is a registered financial advisor currently at COLLECTIVE WEALTH ADVISORS LLC located in Lake Charles, Louisiana.

Cheree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Cheree has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheree Ray Brewer | Cheree Ray Clark | Cheree Annette Ray

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BURNETTE FINANCIAL PLANNING, LLC; INV REL; LAKE CHARLES, LA; RIA/IAR; START 04/2017; APPROX 50% OF TIME; WILL MAINTAIN REGISTRATION DURING THE TRANSITION OF CLIENTS TO COLLECTIVE WEALTH ADVISORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheree Ray Burnette's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 1, 2024 - Present

COLLECTIVE WEALTH ADVISORS LLC

Office #1: 4833 Ihles Road, Lake Charles, LA 70605

RIA

CRD#: 289157

LAKE CHARLES, LA

Past

January 3, 2012 - December 31, 2024

BURNETTE FINANCIAL PLANNING, LLC

RIA

CRD#: 159588

LAKE CHARLES, LA

Past

August 20, 2003 - December 31, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

LAKE CHARLES, LA

Past

August 19, 2003 - December 31, 2011

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

LAKE CHARLES, LA

Past

July 25, 2002 - August 7, 2003

NEW ENGLAND SECURITIES

RIA

CRD#: 615

LAKES CHARLES, LA

Past

May 30, 2002 - August 7, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

June 29, 1998 - May 22, 2002

SUNAMERICA SECURITIES, INC.

RIA

CRD#: 20068

LAKE CHARLES, LA

Past

April 25, 1997 - May 22, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 21, 1987 - April 17, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

August 15, 1985 - August 3, 1987

GEO. W. CLARKE & ASSOCIATES, INC.

CRD#: 6178

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLLECTIVE WEALTH ADVISORS LLC

COLLECTIVE WEALTH ADVISORS LLC | SWM PLANNING, LLC | SOVEREIGN WEALTH MANAGEMENT

CRD#: 289157 / SEC#: 801-133786

RIA

Registered Investment Advisory firm - (6/30/2025 Approved)

Arizona

Registered Investment Advisory firm - (7/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/8/2025 Terminated)

Illinois

Registered Investment Advisory firm - (12/14/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (7/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/8/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(9/4/2024)

IAR

Texas
(9/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/5/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/30/1997

General Securities Principal Examination

Current Firm

COLLECTIVE WEALTH ADVISORS LLC

COLLECTIVE WEALTH ADVISORS LLC | SWM PLANNING, LLC | SOVEREIGN WEALTH MANAGEMENT

CRD#: 289157 / SEC#: 801-133786

RIA

Registered Investment Advisory firm - (6/30/2025 Approved)

Arizona

Registered Investment Advisory firm - (7/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/8/2025 Terminated)

Illinois

Registered Investment Advisory firm - (12/14/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (7/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/8/2025 Terminated)

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Contact information

Main Address

713 Main Street, Coppell, TX 75019

Mailing Address

Phone number

(214) 427-1427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B SEC (5/30/2025)

Regulatory assets under management

Total Number of Accounts	552
AUM (Assets Under Management)	$ 139,765,830

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cheree R. Burnette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheree Ray Burnette's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURNETTE FINANCIAL PLANNING, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

GEO. W. CLARKE & ASSOCIATES, INC.

Primary Firm SEC Registration

COLLECTIVE WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/1999

Series 63

Date: 6/11/1992

Series 7

Date: 9/5/1995

Series 6

Date: 8/14/1985

Series 24

Date: 6/30/1997

Current Firm

COLLECTIVE WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLLECTIVE WEALTH ADVISORS LLC

TRUST BUT VERIFY

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