Robert W. Burns

ADVISORY SOLUTIONS GROUP

PRIOR LAKE, MN

CRD#: 3267624

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Professional summary

Robert William Burns, who also goes by Robert Burns, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Prior Lake, Minnesota.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Burns'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®

None

Experience

Current

May 1, 2026 - Present

ADVISORY SOLUTIONS GROUP

Office #2: 100 Lexington Dr Suite 250, Buffalo Grove, IL 60089Office #3: 302 Saunders Rd Suite 200, Riverwoods, IL 60015

RIA

CRD#: 339919

PRIOR LAKE, MN

Past

December 5, 2024 - June 1, 2026

CS PLANNING CORP

RIA

CRD#: 149937

Riverwoods, IL

Past

July 23, 2021 - September 17, 2024

83RD ST. WEALTH MANAGEMENT, LLC

RIA

CRD#: 172115

VERNON HILLS, IL

Past

July 6, 2005 - November 19, 2007

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

WILMETTE, IL

Past

October 2, 2001 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

July 13, 2000 - May 18, 2001

TALBOT FINANCIAL SERVICES, INC.

CRD#: 46345

ALBUQUERQUE, NM

Past

August 12, 1999 - May 4, 2000

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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

Minnesota
(5/1/2026)

IAR

Texas
(5/1/2026)

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: 7/17/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/12/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA

Registered Investment Advisory firm - (1/8/2026 120-Day Approval)

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Contact information

Main Address

505 N Hwy 169, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

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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Robert W. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY SOLUTIONS GROUP

CS PLANNING CORP

83RD ST. WEALTH MANAGEMENT, LLC

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

TALBOT FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2021

Series 63

Date: 8/13/1999

Series 6

Date: 8/12/1999

Current Firm

ADVISORY SOLUTIONS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ADVISORY SOLUTIONS GROUP

TRUST BUT VERIFY

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