KD

Kristina K. Dahl

SUNBURST FINANCIAL MANAGEMENT
GLENDALE, AZ
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CRD#: 5401099
KD

Professional summary


Kristina K Dahl, who also goes by Kristina K Burnette, Kristina K Mizerak, is a registered financial advisor currently at SUNBURST FINANCIAL MANAGEMENT LLC located in Glendale, Arizona.

Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kristina has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kristina K Burnette | Kristina K Mizerak

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.

CRS (Client Relationship Summary) - RIA


Click below to view Kristina K Dahl'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®
None

Experience


Current

March 27, 2026 - Present

SUNBURST FINANCIAL MANAGEMENT LLC

RIA
CRD#: 340234
GLENDALE, AZ
Past

April 27, 2021 - January 2, 2026

INDEPENDENT WEALTH NETWORK, INC.

RIA
CRD#: 286262
Glendale, AZ
Past

April 24, 2018 - October 16, 2020

VERUS CAPITAL PARTNERS, LLC

RIA
CRD#: 151568
GLENDALE, AZ
Past

April 23, 2018 - November 25, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
GLENDALE, AZ
Past

February 24, 2016 - April 26, 2018

WADDELL & REED

RIA
CRD#: 866
SCOTTSDALE, AZ
Past

December 2, 2015 - April 26, 2018

WADDELL & REED

BD
CRD#: 866
SCOTTSDALE, AZ
Past

January 1, 2008 - December 1, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PEORIA, AZ
Past

September 7, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
SUN CITY, AZ

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
Arizona
(3/27/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SUNBURST FINANCIAL MANAGEMENT LLC
SUNBURST FINANCIAL MANAGEMENT LLC

CRD#: 340234 / SEC#:

Arizona
Registered Investment Advisory firm - (3/27/2026 Approved)
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Contact information


Main Address
Glendale, AZ
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Company Information


SUNBURST FINANCIAL MANAGEMENT LLC

CRD#: 340234Glendale, AZ

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