John S. Burns

OAKVIEW WEALTH SOLUTIONS LLC

SAINT CHARLES, MO 63301

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CRD#: 5993698

Professional summary

John Stanton Burns, CFP®, who also goes by John Burns, is a registered financial advisor currently at OAKVIEW WEALTH SOLUTIONS LLC located in Saint Charles, Missouri.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I’m a proud graduate of the College of Architecture, Design and Construction at Auburn University and the Certified Financial Planner program at Northwestern University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.

When I'm not helping clients realize their dreams, I like to spend my time at concerts, traveling with my family, and watching college football. War Eagle!

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Income Management

Budgeting

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

Debt Management

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing...

Millennials

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

John Burns

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.

I am currently a founder and Managing Member of Oakview Tax Solutions LLC. This is a non-investment-related business located at the same location as Oakview Wealth Solutions LLC. This is a tax preparation business that started on 1/2023. I spend approximately 12 hours a month devoted to this other business with half of these hours occurring during securities trading hours. As an Enrolled Agent I prepare and file tax returns for individuals and businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stanton 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^®

Certified Financial Planner

Start date: 2016

Experience

Current

July 17, 2018 - Present

OAKVIEW WEALTH SOLUTIONS LLC

Office #1: 1378 S 5th St, Saint Charles, MO 63301

RIA

CRD#: 297531

SAINT CHARLES, MO

Past

November 15, 2014 - July 3, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

October 30, 2014 - July 3, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

ST LOUIS, MO

Past

February 4, 2013 - November 20, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MAPLEWOOD, MO

Past

February 4, 2013 - November 20, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MAPLEWOOD, MO

Past

March 19, 2012 - June 22, 2012

EDWARD JONES

RIA

CRD#: 250

COSTA MESA, CA

Past

December 14, 2011 - June 22, 2012

EDWARD JONES

CRD#: 250

COSTA MESA, CA

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

Missouri
(7/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2011

General Securities Representative Examination

Current Firm

OAKVIEW WEALTH SOLUTIONS LLC

CRD#: 297531 / SEC#:

Missouri

Registered Investment Advisory firm - (7/17/2018 Approved)

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Contact information

Main Address

1378 S 5th St, Saint Charles, MO 63301

Mailing Address

Phone number

(636) 498-4326

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 21,434,851

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.

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John S. Burns

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stanton Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKVIEW WEALTH SOLUTIONS LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2011

SIE

Date: 7/3/2018

Series 7

Date: 12/13/2011

Current Firm

OAKVIEW WEALTH SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAKVIEW WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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