David Magnuson

BURLINGAME WEALTH MANAGEMENT

Burlingame, CA 94010

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CRD#: 6895494

Professional summary

David Magnuson, CFP® is a registered financial advisor currently at BURLINGAME WEALTH MANAGEMENT, LLC located in Burlingame, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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.

Law Offices of David Magnuson Non-investment related 345 Lorton Avenue, Suite 201 Burlingame CA 94010 Nature of business: Law Firm Attorney and owner 12/2009-present 100 hours per month total 50 hours per month during trading hours Duties: Advise clients on legal matters

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Magnuson'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: 2017

Experience

Current

January 25, 2019 - Present

BURLINGAME WEALTH MANAGEMENT, LLC

Office #1: 345 Lorton Ave., Suite 201, Burlingame, CA 94010

RIA

CRD#: 300041

Burlingame, CA

Past

December 26, 2017 - May 31, 2019

DAN GOLDIE FINANCIAL SERVICES LLC

RIA

CRD#: 149887

Burlingame, 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

California
(1/25/2019)

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

Current Firm

BURLINGAME WEALTH MANAGEMENT, LLC

CRD#: 300041 / SEC#:

California

Registered Investment Advisory firm - (1/25/2019 Approved)

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Contact information

Main Address

345 Lorton Ave., Suite 201, Burlingame, CA 94010

Mailing Address

Phone number

(650) 597-2400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 83,119,069

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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David Magnuson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Magnuson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURLINGAME WEALTH MANAGEMENT, LLC

DAN GOLDIE FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Current Firm

BURLINGAME WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURLINGAME WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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