Robert Burns
Advisor at CS Planning Corp
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CS Planning Corp
Location
Prior Lake, MN
Credentials
Series 63, Series 65
Industry experience
4 years
Location
Prior Lake, MN
Most active in
Robert B has reported serving >5 clients in these states in the last 12 months.
Illinois · Minnesota · Texas
Work history
CS Planning Corp.
2024 - Present (2 years)
Pillars of Success LLC dba Meridian Wealth Alliance
2024 - Present (2 years)
R.W. Burns & Sons LLC
2024 - Present (2 years)
83 Rd St. Wealth Management, Llc
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
Bloomington, MN
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Curtis P
Series 63, Series 65
Bloomington, MN
Fiduciary Wealth
Lee (Leroy) W
Series 65
Eden Prairie, MN
Wenzel Analytics, Inc.
John T
Series 66
Bloomington, MN
Summit Advisor Group
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