Marie A. Burns
WISE WORLD INVESTMENT PLANNING
Chandler, AZ 85225-7534
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CRD#: 4379046
Professional summary
Marie Anne Burns, CFP®, who also goes by Marie Anne Rowan, is a registered financial advisor currently at WISE WORLD INVESTMENT PLANNING located in Chandler, Arizona and LPL FINANCIAL LLC located in Chandler, Arizona.
Marie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Marie has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marie Anne Rowan
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. 9/24/2019 - Itty Bitty: "Before" Financial Checklist - Home Based - Other-book on getting financially organized. - Writer - Started 1/18/2018 - 40 Hours Per Month/5 Hours During Securities Trading - Book on getting financially organized. No investment or financial advice.
2. 9/24/2019 - WIN WIN INVESTMENT PLANNING LLC- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1996.
3. 9/24/2019 - FOCUS POINT PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/2018.
4. 9/24/2019 - Mind Money Motion - Investment Related - Home Based - Other-mind money motion dba to MARIE BURNS, INC - Started 1/18/2018 - 2 Hours Per Month/5 Hours During Securities Trading - Speaking and podcast.
5. 9/24/2019 - MARIE BURNS, INC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 08/2016- 1 Hour Per Month.
6. 9/24/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/2016 - 5 Hours Per Month - Life, long term care.
7. 8/27/2020 - Wise World Investment Planning - DBA: (FP) FOCUS POINT PLANNING - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/2018 - 20 Hours Per Month During Securities Trading.
8. 8/27/2020 - Wise World Investment Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 01/2018 - 20 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Wise World Investment Planning, an independent investment advisor firm. I started this business activity in 1/2018. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Marie Anne 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®
CFP®
Start date: 2009
Experience
Current
June 8, 2018 - Present
WISE WORLD INVESTMENT PLANNING
Office #1: 575 W Chandler Blvd Suite 220, Chandler, AZ 85225-7534RIA
CRD#: 116470
Chandler, AZ
Current
September 24, 2019 - Present
LPL FINANCIAL LLC
Office #1: 575 W Chandler Blvd Ste 220, Chandler, AZ 85225RIA
BD
CRD#: 6413
Chandler, AZ
Past
May 15, 2018 - September 26, 2019
OSAIC SERVICES, INC.
BD
CRD#: 133763
CHANDLER, AZ
Past
September 21, 2016 - January 26, 2018
WADDELL & REED
RIA
CRD#: 866
SCOTTSDALE, AZ
Past
September 2, 2016 - January 26, 2018
WADDELL & REED
BD
CRD#: 866
SCOTTSDALE, AZ
Past
June 4, 2014 - August 22, 2016
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
SCOTTSDALE, AZ
Past
May 13, 2014 - August 22, 2016
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
October 22, 2013 - May 1, 2014
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
BD
CRD#: 38357
PHOENIX, AZ
Past
March 12, 2012 - May 1, 2014
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
RIA
CRD#: 38357
PHOENIX, AZ
Past
June 30, 2011 - February 27, 2012
CLIFTON GUNDERSON WEALTH ADVISORS
RIA
CRD#: 111297
PHOENIX, AZ
Past
March 31, 2011 - October 21, 2013
VALMARK SECURITIES, INC.
BD
CRD#: 31243
PHOENIX, AZ
Past
August 9, 2006 - March 21, 2011
CG BROKERAGE L.L.C.
BD
CRD#: 112033
STEVENS POINT, WI
Past
February 7, 2006 - June 21, 2011
CLIFTON GUNDERSON WEALTH ADVISORS
RIA
CRD#: 111297
PHOENIX, AZ
Past
December 1, 2001 - January 3, 2006
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
May 7, 2001 - December 1, 2001
FIRSTAR INVESTMENT SERVICES,INC.
BD
CRD#: 14536
MORRIS PLAINS, NJ
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.RR
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
IAR
Arizona(6/8/2018)
RR
Arizona(9/24/2019)
RR
Arkansas(9/24/2019)
RR
Colorado(4/15/2022)
RR
Florida(9/24/2019)
RR
Ohio(9/24/2019)
RR
Wisconsin(10/7/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WISE WORLD INVESTMENT PLANNING
DORSON, KEITH RYAN | WISE WORLD INVESTMENT PLANNING | WIN WIN INVESTMENT PLANNING, LLC | WIN WIN INVESTMENT PLANNING
CRD#: 116470 / SEC#:
Arizona
Registered Investment Advisory firm - (6/23/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
575 W Chandler Blvd Suite 220, Chandler, AZ 85225-7534
Mailing Address
Phone number
(480) 890-0100
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
WISE WORLD INVESTMENT PLANNING
CRD#: 116470Chandler, AZ 85225-7534TRUST BUT VERIFY
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