John Burmeister
Algemeen Directeur bij Lion Street Advisors LLC
Profiel
Mr. John F.
Burmeister, II, is a President & Chief Executive Officer at Lion Street Advisors LLC.
Prior to joining Lion Street, he served on the leadership team at NFP Advisor Services Group (NFP).
Since joining NFP in 2003, he held positions in front line support, transitions, overseeing operations, and developing advisory service operations.
Prior to joining NFP, he was an investment advisor with Charles Schwab and company.
He holds a Bachelor of Business Administration in Business Management from Angelo State University in San Angelo, Texas.
He is a registered representative holding the FINRA Series 7, 24, 63 and 66 licenses, in addition to having his Life, Health and Variable Insurance license.
He also holds the CMFC designation from the College for Financial Planning.
Actieve functies van John Burmeister
| Bedrijven | Functie | Begin |
|---|---|---|
Lion Street Advisors LLC
 Lion Street Advisors LLC Investment ManagersFinance Lion Street Advisors LLC (LSA) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 and they are a wholly-owned subsidiary of Lion Street, Inc. LSA provides investment advisory services including asset management, portfolio monitoring, and financial planning, to individuals, high net-worth individuals, pension and profit-sharing plans. | Algemeen Directeur | 01-05-2013 |
Eerdere bekende functies van John Burmeister
| Bedrijven | Functie | Einde |
|---|---|---|
National Financial Partners Securities, Inc.
 National Financial Partners Securities, Inc. Miscellaneous Commercial ServicesCommercial Services National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY | Corporate Officer/Principal | 01-04-2013 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01-12-2002 |
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| Bedrijven in privébezit | 3 |
|---|---|
National Financial Partners Securities, Inc.
National Financial Partners Securities, Inc. Miscellaneous Commercial ServicesCommercial Services National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY | Commercial Services |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Lion Street Advisors LLC
Lion Street Advisors LLC Investment ManagersFinance Lion Street Advisors LLC (LSA) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 and they are a wholly-owned subsidiary of Lion Street, Inc. LSA provides investment advisory services including asset management, portfolio monitoring, and financial planning, to individuals, high net-worth individuals, pension and profit-sharing plans. | Finance |
