David Magnuson
Investment adviser representative at Burlingame Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$129.4MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Burlingame Wealth Management, LLCDec 2018 to now
- Law Offices of David MagnusonApr 2010 to now
- Dan Goldie Financial ServicesDec 2017 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Burlingame Wealth Management, LLC
$129.4MAssets managed
38Clients
1Advisers
Under 1 yearIn 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
- 6895494
- Firm CRD
- 300041