Noreen Burtner
Professional summary
Noreen Burtner, CFP®, who also goes by Noreen Marie Burtner, Noreen Marie Kann, Noreen Kann, is a registered financial advisor currently at FACET located in Springfield, Tennessee.
Noreen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Noreen has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Noreen Burtner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
November 5, 2020 - Present
FACET
March 24, 2015 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 24, 2015 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 18, 2013 - March 20, 2015
LPL FINANCIAL LLC
October 18, 2013 - March 20, 2015
LPL FINANCIAL LLC
October 29, 2009 - October 22, 2013
EDWARD JONES
August 13, 2009 - October 22, 2013
EDWARD JONES
Primary Firm SEC Registration
FACET
CRD#: 285961 / SEC#: 801-108767
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2023)
(3/2/2021)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
FACET
CRD#: 285961 / SEC#: 801-108767
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 36,817 |
| AUM (Assets Under Management) | $ 4,754,146,771 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 |
Red Flags
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