Larry Burns
Larry Burns is a registered investment advisor at Dream Catcher Financial Services, LLC, based in Centennial, CO, with 33 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 8 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dream Catcher Financial Services manages money for a fee ranging from 1% to 2% of the value of your investments. For new alternative investments made after May 1, 2017, there is a 1% annual wrap fee, paid quarterly. For older alternative investments, the fee is $25 per quarter for performing investments and $0 for non-performing investments.
Location
Centennial, CO
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Regulatory History (1)
Regulatory
May 2017Other Business ActivitiesSells Insurance
Larry operates Dream Catcher Financial Services as a DBA, offering life and health insurance. This sales activity takes about a quarter of his time.
Employment History
Current Registrations
Dream Catcher Financial Services, LLC
Previous Registrations
Burch & Company, INC.
Burch & Company, INCBroker
Harrison Douglas, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Multi-Financial Securities CorporationBroker
Jackson National Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.