Unclaimed Profile

Chad Mitchell Burton

NEWFOCUS FINANCIAL GROUP, LLC·VANCOUVER, Washington

Series 6, Series 7, Series 63, Series 6526 years registeredNEWFOCUS FINANCIAL GROUP, LLC

410 WEST 12TH STREET, VANCOUVER, WA 98660CRD# 2778208Firm CRD# 132578

Profile Verification

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

Identity

Chad Mitchell Burton · VANCOUVER, WA

Registration

CRD #2778208 · NEWFOCUS FINANCIAL GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Feb 2021 – present

NEWFOCUS FINANCIAL GROUP, LLC

Oct 2010 – Mar 2021

VANCOUVER, WA

FEE PLANNING, LLC

May 2010 – Dec 2010

VANCOUVER, WA

NEWFOCUS FINANCIAL GROUP, LLC

May 2005 – Jan 2010

VANCOUVER, WA

ING FINANCIAL PARTNERS, INC

Jan 2004 – Mar 2005

VANCOUVER, WA

LOCUST STREET SECURITIES, INC.

Feb 2002 – Jan 2004

VANCOUVER, WA

DAN MARTIN DBA WESTSTAR FINANCIAL GROUP

Oct 2000 – Dec 2004

VANCOUVER, WA

VESTAX SECURITIES CORPORATION

Apr 2000 – Oct 2002

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 28, 2000

Years registered · 26

Disclosure History

2009Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

NEWFOCUS FINANCIAL GROUP, LLC

CRD 132578 · SEC 801-63625

AUM

$603M

Regulatory assets under management

Employees

1,586 client accounts

Services offered by NEWFOCUS FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWFOCUS FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Mitchell Burton offer?

Chad Mitchell Burton specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.

What are Chad Mitchell Burton's credentials?

Chad Mitchell Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Mitchell Burton located?

Chad Mitchell Burton is based in VANCOUVER, Washington, working with NEWFOCUS FINANCIAL GROUP, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Chad Mitchell Burton charge for services?

Chad Mitchell Burton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWFOCUS FINANCIAL GROUP, LLC?

NEWFOCUS FINANCIAL GROUP, LLC has approximately 14 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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