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John Gillette Burns

Advisor at Robert Baird & Co. — Mexico Beach, FL

Updated today

Credentials

CFP®, Series 63

Experience

26 years

Location

Mexico Beach, FL

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,644

Across 298 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Mexico Beach, FL

Mexico Beach FL

Advisors at this office

1

Most active in

Florida · New Mexico · North Carolina · Texas

Work history

26 years of industry experience

ROBERT W. BAIRD & Co.

2013 - Present • 13 years

Houston, TX

Wells Fargo Clearing

2008 - 2013 • 5 years

Houston, TX

A. G. Edwards & Sons, Inc.

2003 - 2008 • 5 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael V

Series 65

Port St. Joe, FL

Delta Hedge Financial

Michael Virden Jr. is the sole advisor at Delta Hedge Financial, holding a Series 65 credential with 12 years of industry experience. He previously worked at Hurley Investments, LLC for three years before joining Delta Hedge Financial, where he has been since 2019. Delta Hedge Financial is an independent firm providing fee-only, discretionary portfolio management to individuals, trusts, estates, private corporations, and institutional clients. The firm employs a combination of fundamental valuation and a proprietary quantitative model, alongside technical analysis and macroeconomic monitoring, to manage portfolios that may include equities, ETFs, fixed income, and options. A distinguishing feature is its routine use of options and collar trades to manage downside risk and generate income.

Options & derivatives strategies Active portfolio management
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Aaron F

CFP®, ChFC®, Series 63, Series 66

Port St. Joe, FL

Farnsley Wealth Management, LLC

Aaron Farnsley is a CFP® and ChFC® with 32 years of experience in financial advising. He is the owner of Farnsley Wealth Management, LLC, which he founded in 2002, and has previously worked with Triad Advisors, Inc. and Osaic. In addition to his advisory work, he is a licensed insurance agent with a long-term group disability policy placement. Farnsley Wealth Management provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of risk-tolerance assessments and diverse securities to construct individualized portfolios, primarily managing assets on a non-discretionary basis through the Osaic Wealth Management Platform.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Suzanne B

Series 66

Wewahitchka, FL

LPL Financial

Suzanne Bordeaux is a Series 66 licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial. Her career includes positions at Wells Fargo Clearing and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Walter W

CFP®, Series 63, Series 65

Port St. Joe, FL

LPL Financial

Walter Woodrick is a CFP®-designated financial advisor with LPL Financial, bringing 28 years of industry experience. His prior roles include positions at Raymond James & Associates, Citigroup Global Markets, and A.G. Edwards & Sons, Inc. Outside of advising, Woodrick is the president and sole member of a hunting club, an author of a financial book titled *Seven Steps to Serious Money*, and engages in songwriting and music entertainment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operational assistance.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John S

Series 63, Series 65

Port St. Joe, FL

Wells Fargo Clearing

John Sayre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in direct sales for The Juice Plus Company, a nutrition-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
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Keith C

Series 63, Series 65

Port St Joe, FL

Raymond James Financial

Keith Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Securian Financial Services Inc. for 12 years and has held various advisory roles since 2003. In addition to his advisory work, he is an associate and employee at Summit Financial Group, LLC, where he manages trading and compliance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its services with advanced analytical tools and specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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