DB
Daniel E. Burnett
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
FORT COLLINS, CO 80525
Some features on this profile are disabled
CRD#: 4490000
DB
Professional summary
Daniel Elton Burnett, who also goes by Daniel Elton Burnett, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Fort Collins, Colorado and LONG GREEN FINANCIAL PLANNING, LLC located in Fort Collins, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Daniel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Elton Burnett
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)LONG GREEN PLANNING GROUP, 375 E HOURSETOOTH RD 3-203, FORT COLLINS, CO, 2/01/2005 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 1/TRADING. 2)CA BURNETT LLC, 1433 WESTFIELD DR, FORT COLLINS, CO, 4/15/ 2015 AS OWNER OF SECURITIES DBA. NIR - DEVOTES 40 HR/WK - NONE DURING TRADING. 3)CICLISMO YOUTH FOUNDATION, 1825 W. MULBERRY ST, FORT COLLINS, CO 6/01/2010 AS VICE-PRESIDENT OF BOARD. DEVOTES 200 HR/YR- NONE DURING TRADING. NON-PROFIT. 4)CA BURNETT LLC, 375 E. HORSETOOTH RD. 3-203 FORT COLLINS, CO, 1/1/13 AS MEDIATOR/DIVORCE PLANNING WORKING WITH FOLKS THROUGH DIVORCE; EDUCATING AND ANSWERING FINANCIAL RELATED QUESTIONS. NOT INVESTMENT RELATED. DEVOTES 2 HR/WK. 1 DURING TRADING. 5)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 15/TRADING. 02/01/05 6.LONG GREEN FINANCIAL PLANNING LLC, 375 E HOURSETOOTH RD BLDG 3 STE 203, FORT COLLINS, CO, 3/2018 AS ADVISORY REP OF A RIA. INV REL - 10/WK - 2/TRADING. 7. DANIEL BURNETT, EXECUTOR, 375 E HORSETOOTH RD, 3-203, FORT COLLINS, CO, 06/01/18, NIR, 10 HR/YR- 0/TRADING HR. 8. LONG GREEN FINANCIAL PLANNING, LLC, DBA DIVORCE PLANNING PARTNERS, 375 E HORSETOOTH ROAD, 3-203, FORT COLLINS, CO, MANAGING MEMBER, 03/10/21, INV REL, 10 HR/WK- 2 TRADING HR.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Elton Burnett'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
July 1, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 375 E Horsetooth Rd Bldg 4 Ste 101, Fort Collins, CO 80525RIA
CRD#: 134139
FORT COLLINS, CO
Current
May 11, 2018 - Present
LONG GREEN FINANCIAL PLANNING, LLC
Office #1: 375 E Horsetooth Road Building 3, Suite 203, Fort Collins, CO 80525RIA
CRD#: 296782
FORT COLLINS, CO
Current
July 1, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 375 E Horsetooth Rd #3-203, Fort Collins, CO 80525BD
CRD#: 39543
FORT COLLINS, CO
Past
February 14, 2005 - July 9, 2013
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
FORT COLLINS, CO
Past
February 9, 2005 - July 9, 2013
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FORT COLLINS, CO
Past
March 25, 2002 - January 31, 2005
WADDELL & REED
RIA
CRD#: 866
FT COLLINS, CO
Past
January 23, 2002 - January 31, 2005
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.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
RR
Colorado(7/1/2013)
IAR
Colorado(7/1/2013)
RR
New Jersey(7/1/2013)
RR
New York(7/1/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
