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DB

Donald R. Burnaford

MPI WEALTH MANAGEMENT
HARVEY CEDARS, NJ
Some features on this profile are disabled
CRD#: 36065
DB

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.
The advisor shows no other business activity.

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.

BD
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.

BD
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

BD
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.

BD
CRD#: 3978
MANALAPAN, NJ
Past

July 3, 1973 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
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".
MW
MPI WEALTH MANAGEMENT LLC
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)

Exams

State Security Law Exam
RR
Series 63
Date: 3/6/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 6/28/1973
Registered Representative Examination

Current Firm

MW
MPI WEALTH MANAGEMENT LLC
MPI WEALTH MANAGEMENT LLC

CRD#: 301011 / SEC#: 801-117155

RIA
Registered Investment Advisory firm - (8/12/2019 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MPI WEALTH MANAGEMENT ADV PART 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts156
AUM (Assets Under Management)$ 233,597,123

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.

Company Information

MPI WEALTH MANAGEMENT LLC

CRD#: 301011Harvey Cedars, NJ

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