Dru Catherine Burns
Investment adviser representative at Drucker Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$891.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Drucker WealthMay 2024 to now
- Team Colorado Hockey AssociationSep 2022 to now
- UBS Financial Services IncApr 2020 to Apr 2023
- UnemployedDec 2019 to Apr 2020
- Morgan StanleyJul 2016 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Drucker Wealth
Legal name: Drucker Wealth 3.0, LLC
$891.2MAssets managed
614Clients
5Advisers
2 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
- 6666996
- Firm CRD
- 328909