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RB
CFP
RB
CFP

Robert Burns

Wells Fargo Advisors
29 Years of Experience
Tucson, AZ
Broker
View SEC Summary
View SEC Summary

Robert Burns is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4051 E Sunrise Dr Ste 200, Tucson, AZ, 85718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a member of a committee with management/supervisor functions for the Arizona Elks Association, where he organizes soccer contests for children. This activity is not investment-related.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
July 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors
July 2025 - Present · 1 yr 3 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2011 - July 2025 · 13 yrs 8 mos
UBS Financial Services INC.
November 2011 - July 2025 · 13 yrs 8 mos
Ameriprise Financial Services, INC.
October 2009 - November 2011 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2009 - November 2011 · 2 yrs 1 mo
Ameriprise Advisor Services, INC.
August 2006 - October 2009 · 3 yrs 2 mos
Ameriprise Advisor Services, INC.Broker
January 2006 - October 2009 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
November 1999 - January 2006 · 6 yrs 2 mos
Sunamerica Securities, INC.Broker
April 1999 - November 1999 · 7 mos
Locust Street Securities, INC.Broker
January 1997 - December 1998 · 1 yr 11 mos
State Registrations15 states
AZCACOCTFLKSMINCNMSDTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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