RB
Robert W. Burns
CS PLANNING CORP
Riverwoods, IL 60015
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CRD#: 3267624
RB
Professional summary
Robert William Burns, who also goes by Robert Burns, is a registered financial advisor currently at CS PLANNING CORP located in Riverwoods, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 6 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.
Pillars of Success LLC dba Meridian Wealth Alliance is Mr. Burns' operating entity for two accounting firms and operating LLC; located at 302 Saunders Rd Ste. 200, Riverwoods, IL 60015; the business is investment-related; Mr. Burns is President; the business receives client revenue and pays expenses not covered by CS Planning/Focus Point; start date of relationship is 11/15/2024; 4 hours per month are devoted to this business outside of trading hours; his duties are administrative. R.W. Burns & Sons LLC is Mr. Burns' personal holding company; not investment-related; located 6208 W Woodbine Circle, Vernon Hills, IL 60061; Mr. Burns is Sole Member; start date of relationship is 09/15/2024; the business handles expenses not covered by Pillars of Success LLC; 1 hour per month is devoted to this business outside of trading hours; his duties are administrative.
CRS (Client Relationship Summary) - RIA
Click below to view Robert William Burns'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®
NoneExperience
Current
December 5, 2024 - Present
CS PLANNING CORP
Office #1: 302 Saunders Rd Ste. 200, Riverwoods, IL 60015Office #2: 100 Lexington Dr. Ste. 250, Buffalo Grove, IL 60089RIA
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.
BD
CRD#: 25574
WILMETTE, IL
Past
October 2, 2001 - July 6, 2005
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
July 13, 2000 - May 18, 2001
TALBOT FINANCIAL SERVICES, INC.
BD
CRD#: 46345
ALBUQUERQUE, NM
Past
August 12, 1999 - May 4, 2000
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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".
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)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
Illinois(12/5/2024)
IAR
Minnesota(4/7/2025)
IAR
Texas(12/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3395 Sw Garden View Ave, Portland, OR 97225
Mailing Address
Phone number
(503) 292-5853
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (37 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 6,132 |
| AUM (Assets Under Management) | $ 1,266,223,484 |
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.
