Donald E. Burton

BURTON WEALTH MANAGEMENT

Scottsdale, AZ 85260

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CRD#: 2009443

Professional summary

Donald Edwin Burton II, CFP®, who also goes by Donald Edwin Burton, Donald Edwin Kang, is a registered financial advisor currently at BURTON WEALTH MANAGEMENT located in Scottsdale, Arizona and LPL FINANCIAL LLC located in Scottsdale, Arizona.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Donald has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Inheritance

Retirement Planning

Small Business Planning

Long-term Care

Education Planning

Retirement Income Management

Comprehensive Financial Planni...

Estate Planning

Life Transitions

Investment Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Donald Edwin Burton | Donald Edwin Kang

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.

1.�3/14/2006��NON�VARIABLE�INSURANCE��SELLING�HEALTH,�LIFE,�LTC�AND�ANNUITIES.��TIME�SPENT�5%��SCOTTSDALE,�AZ.� 2.�01/28/2005��LPL�FINANCIAL�LLC�DBA�BURTON�WEALTH�MANAGEMENT��INVESTMENT�RELATED�� SCOTTSDALE�AZ��BROKER�DEALER� REGISTERED�REPRESENTATIVE��25%�OF�TIME�SPENT� 3.�07/29/2014��BURTON WEALTH�MANAGEMENT��REGISTERED�INVESTMENT�ADVISOR�HYBRID��(HYBRID)�BURTON�WEALTH�MANAGEMENT�� TIME�SPENT�250�HOURS�PER�MONTH��SCOTTSDALE,�AZ

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edwin Burton II's 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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

August 7, 2014 - Present

BURTON WEALTH MANAGEMENT

Office #1: 14358 N Frank Lloyd Wright Blvd. Suite 8, Scottsdale, AZ 85260

RIA

CRD#: 171381

Scottsdale, AZ

Current

January 28, 2005 - Present

LPL FINANCIAL LLC

Office #1: 14358 N Frank Lloyd Wright Blv Suite 8, Scottsdale, AZ 85260

RIA

CRD#: 6413

SCOTTSDALE, AZ

Past

January 28, 2005 - October 30, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

March 15, 2000 - January 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SCOTTSDALE, AZ

Past

December 6, 1993 - January 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 31, 1993 - December 14, 1993

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

March 9, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 19, 1989 - February 27, 1990

WEDBUSH SECURITIES INC.

CRD#: 877

PASADENA, CA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/28/2005)

IAR

Arizona
(8/7/2014)

California
(1/28/2005)

IAR

California
(8/8/2014)

Colorado
(1/21/2020)

District of Columbia
(5/11/2005)

Florida
(3/23/2009)

Hawaii
(10/20/2021)

Idaho
(2/17/2015)

Illinois
(1/28/2005)

Maryland
(4/2/2024)

Minnesota
(12/9/2019)

Nevada
(1/28/2005)

New York
(1/3/2006)

Oregon
(1/28/2005)

South Carolina
(8/24/2022)

Texas
(1/4/2012)

Utah
(4/25/2006)

Washington
(4/19/2010)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BURTON WEALTH MANAGEMENT

BURTON WEALTH MANAGEMENT | DONALD E. BURTON, LLC

CRD#: 171381 / SEC#:

Arizona

Registered Investment Advisory firm - (8/7/2014 Approved)

California

Registered Investment Advisory firm - (8/8/2014 Approved)

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Contact information

Main Address

14358 N Frank Lloyd Wright Blvd. Suite 8, Scottsdale, AZ 85260

Mailing Address

Phone number

(480) 629-8144

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 38,426,491

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Donald E. Burton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Edwin Burton II's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

WEDBUSH SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/1993

Series 63

Date: 6/20/1990

SIE

Date: 10/1/2018

Series 7

Date: 12/16/1989

Series 24

Date: 3/5/2005

FINRA

Current Firm

BURTON WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURTON WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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