DB
Duane N. Burghard
INTEGRATED ADVISORS NETWORK
Tucson, AZ
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CRD#: 6562590
DB
Duane Neil BurghardINTEGRATED ADVISORS NETWORK
Professional summary
Duane Neil Burghard is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Tucson, Arizona.
Duane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Duane has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
None
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. Rama Financial, LLC; investment-related; Tucson, AZ, DBA; owner/founder; 3/6/2024; hours and duties in line with advisory business. 2. Rental Property; 5860 N Placita De Las Lomitas, Tucson, AZ 85704; Home Rental; Part Ownership; 04/07/2020; 4 Hours per Week; Not During Securities Trading Hours; Investment-Related. 3. Wellness Marketing Corporation dba Endless Pools; 15 Milton Dr, Aston, PA 19014; Swimming "current" machines; Demonstration house/pool owner; Be present when customers visit to try out current machine; 04/21/2022; 1 Hour per Year; Not During Securities Trading Hours; Not Investment-Related. 4. Narratives, LLC; 8117 N Circulo El Palmito, Tucson, AZ 85704; LLC for the purposes of podcasting and authoring; Manager of LLC ;Writing (author of books, essays, etc.). Podcasting (writer, producer). Voice acting (audiobooks etc.); 08/04/2023; 16 Hours per week; Not during securities trading hours; Not Investment-Related.
CRS (Client Relationship Summary) - RIA
Click below to view Duane Neil Burghard'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
April 4, 2024 - Present
INTEGRATED ADVISORS NETWORK LLC
RIA
CRD#: 171991
Tucson, AZ
Past
August 1, 2016 - March 15, 2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
TUCSON, AZ
Past
April 13, 2016 - March 15, 2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
TUCSON, AZ
Past
February 18, 2016 - March 8, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
TUCSON, AZ
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".
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | OLIVET FINANCIAL | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | INTEGRATED ADVISORS NETWORK | FINANCIAL FOUNDATIONS INC. | FAMILY FIRST WEALTH MANAGEMENT | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CEDARLEAF FINANCIAL | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
Registered Investment Advisory firm - (5/11/2015 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.Highlighted states indicate IAR registrations
IAR
Arizona(4/4/2024)
IAR
Florida(8/4/2026)
IAR
Illinois(7/20/2026)
IAR
Missouri(7/17/2026)
IAR
Texas(10/10/2025)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 2/18/2016
Investment Company Products/Variable Contracts Representative Examination
Current Firm
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | OLIVET FINANCIAL | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | INTEGRATED ADVISORS NETWORK | FINANCIAL FOUNDATIONS INC. | FAMILY FIRST WEALTH MANAGEMENT | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CEDARLEAF FINANCIAL | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)Loading...
Contact information
Main Address
8150 N Central Expressway Suite 1255, Dallas, TX 75206
Mailing Address
P.o. Box 25523, Dallas, TX 75225
Phone number
(855) 729-4222
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (50 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 12,957 |
| AUM (Assets Under Management) | $ 5,522,561,843 |
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.
