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Duane Neil Burghard

Investment adviser representative at Integrated Advisors Network LLC
20 yearsExperience
5 statesRegistered in
$5.5BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

20 years in the industry.

  1. Integrated Advisors Network, LLCMar 2024 to now
  2. Rama Financial, LLCMar 2024 to now
  3. Stifel Nicolaus & Co IncApr 2016 to Mar 2024
  4. Mardun Software LtdNov 2006 to Dec 2020

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 5 states (AZ, FL, IL, MO, TX).

Integrated Advisors Network LLC

$5.5BAssets managed
7,612Clients
79Advisers
11 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
6562590
Firm CRD
171991
Advisor's SEC record (opens in a new tab)
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