William Barnum Burns
Investment adviser representative at Burns Matteson Capital Management, LLC
26 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$400.4MFirm assets
Are you William Barnum Burns? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Burns Matteson Capital Management, LLCDec 2000 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Burns Matteson Capital Management, LLC
$400.4MAssets managed
199Clients
6Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269169
- Firm CRD
- 118315