Unclaimed Profile

Ralph Duane Burnett

BURNETT FINANCIAL GROUP, INC.·EDMOND, Oklahoma

Series 6, Series 7, Series 24, Series 26, Series 63, Series 6525 years registeredBURNETT FINANCIAL GROUP, INC.

2569 S KELLY AVE, EDMOND, OK 73013CRD# 2375927Firm CRD# 167814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ralph Duane Burnett · EDMOND, OK

Registration

CRD #2375927 · BURNETT FINANCIAL GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jun 2024 – present

BFG WEALTH

May 2013 – Sep 2024

EDMOND, OK

LPL FINANCIAL LLC

Jan 2004 – May 2013

EDMOND, OK

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jul 2001 – Feb 2004

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · July 19, 2001

Years registered · 25

Disclosure History

2013Employment Separation After Allegations

2012Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BURNETT FINANCIAL GROUP, INC.

CRD 167814 · SEC 801-112746

AUM

$182M

Regulatory assets under management

Employees

246 client accounts

Services offered by BURNETT FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BURNETT FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Ralph Duane Burnett offer?

Ralph Duane Burnett specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.

What are Ralph Duane Burnett's credentials?

Ralph Duane Burnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ralph Duane Burnett located?

Ralph Duane Burnett is based in EDMOND, Oklahoma, working with BURNETT FINANCIAL GROUP, INC.. Their office serves clients in the EDMOND metropolitan area and surrounding communities.

How does Ralph Duane Burnett charge for services?

Ralph Duane Burnett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BURNETT FINANCIAL GROUP, INC.?

BURNETT FINANCIAL GROUP, INC. has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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