Ned M. Burns

ASSUREDPARTNERS INVESTMENT ADVISORS

Nashville, IL 62263

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CRD#: 2479076

Professional summary

Ned Martin Burns JR, CFP®, who also goes by Ned Martin Burns, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Nashville, Illinois and PRIVATE CLIENT SERVICES, LLC located in Nashville, Illinois.

Ned is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ned has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ned Martin Burns

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.

AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ned Martin Burns JR'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

August 1, 2024 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 9627 Wall Street, Nashville, IL 62263

RIA

CRD#: 309550

Nashville, IL

Current

August 28, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 9627 Wall St, Nashville, IL 62263

RIA

CRD#: 120222

Nashville, IL

Past

April 21, 2016 - August 28, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Rockford, IL

Past

July 11, 2006 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ROCKFORD, IL

Past

June 19, 2006 - August 28, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ROCKFORD, IL

Past

May 26, 1999 - June 21, 2006

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ROCKTON, IL

Past

April 27, 1994 - June 3, 1999

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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

Alabama
(10/21/2024)

Arizona
(10/31/2024)

Colorado
(10/22/2024)

IAR

Illinois
(8/2/2024)

Illinois
(8/28/2024)

Louisiana
(9/12/2025)

Michigan
(10/23/2024)

Ohio
(10/22/2024)

IAR

Texas
(8/1/2024)

Wisconsin
(10/22/2024)

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

Exams

State Security Law Exam

Series 63

Date: 5/5/1994

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: 4/26/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/10/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

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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Firm Stability Insights

Ned M. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ned Martin Burns JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

PRINCIPAL SECURITIES, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/5/1994

SIE

Date: 10/1/2018

Series 7

Date: 4/26/1994

Series 24

Date: 1/10/2000

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

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