Adviser and broker representative · Wise World Investment Planning
Marie A. Burns
CRD 4379046 · Chandler, AZ
At a glance
Marie A. Burns is an investment adviser representative with Wise World Investment Planning in Chandler, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marie’s SEC record dates to 2006, about 20 years ago. Marie is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Wise World Investment PlanningSince June 2018Chandler, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Marie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.