Donald R. Burnaford

MPI WEALTH MANAGEMENT LLC

HARVEY CEDARS, NJ

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CRD#: 36065

Professional summary

Donald Robert Burnaford is a registered financial advisor currently at MPI WEALTH MANAGEMENT LLC located in Harvey Cedars, New Jersey.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Donald has worked at 9 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH 1 WEEKDAY HOUR STARTED 12/09. 3. COPPER BEECH FINANCIAL GROUP, LLC. ESTATE PLANNING, INSURANCE. NOT SECURITIES RELATED. START DATE 2013. 160 HOURS DEVOTED PER MONTH, 160 HOURS DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Robert Burnaford'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

March 13, 2025 - Present

MPI WEALTH MANAGEMENT LLC

RIA

CRD#: 301011

HARVEY CEDARS, NJ

Past

October 11, 2024 - March 24, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Moorestown, NJ

Past

October 11, 2024 - March 24, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Moorestown, NJ

Past

August 12, 2021 - March 20, 2025

COPPER BEECH FINANCIAL GROUP, LLC

RIA

CRD#: 313156

HARVEY CEDARS, NJ

Past

June 21, 2017 - December 31, 2017

FAMILY OFFICE PARTNERS, INC.

RIA

CRD#: 285939

Harvey Cedars, NJ

Past

October 23, 2013 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

October 10, 2013 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Moorestown, NJ

Past

December 14, 2009 - October 15, 2013

NEW ENGLAND SECURITIES

RIA

CRD#: 615

WALL TOWNSHIP, NJ

Past

December 14, 2009 - October 15, 2013

NEW ENGLAND SECURITIES

CRD#: 615

WALL TOWNSHIP, NJ

Past

May 10, 2004 - December 1, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

MANALAPAN, NJ

Past

June 1, 1998 - December 1, 2009

OSAIC FA, INC.

CRD#: 3978

MANALAPAN, NJ

Past

July 3, 1973 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

MPI WEALTH MANAGEMENT LLC

CRD#: 301011 / SEC#: 801-117155

RIA

Registered Investment Advisory firm - (8/12/2019 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/13/2025)

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

Series 63

Date: 3/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 6/28/1973

Registered Representative Examination

Current Firm

MPI WEALTH MANAGEMENT LLC

CRD#: 301011 / SEC#: 801-117155

RIA

Registered Investment Advisory firm - (8/12/2019 Approved)

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Contact information

Main Address

15 Salt Creek Lane Suite 404, Hinsdale, IL 60521-2965

Mailing Address

Phone number

(630) 325-6900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPI WEALTH MANAGEMENT ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 236,380,931

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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Advisor Monitoring

Firm Stability Insights

Donald R. Burnaford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Robert Burnaford's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

COPPER BEECH FINANCIAL GROUP, LLC

FAMILY OFFICE PARTNERS, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

OSAIC FA, INC.

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

MPI WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/1998

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 6/28/1973

Current Firm

MPI WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPI WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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