A complete list of active advisors currently associated with B6 Capital

Warmer can help you find a great advisor at B6 Capital or one who fits your needs even better.

B6 Capital provides financial planning, investment advice, and consulting services to individual clients, delivering customized written financial plans and educational workshops. The firm also offers consulting engagements and its representatives are licensed to recommend and sell commissionable insurance and annuity products to advisory clients. The firm’s advice is delivered on a non‑discretionary, advisory-only basis: recommendations are developed after data gathering and analysis using a mix of fundamental, technical, charting and cyclical methods, and may cover equities, debt, real estate, private placements and insurance-based investments. B6 Capital does not take custody of client assets or execute trades for client accounts, and it charges flat or hourly advisory fees instead of percentage‑of‑assets or performance‑based fee arrangements. What is distinctive about the firm is the combination of financial planning and educational/consulting offerings with licensed insurance brokerage activity, an arrangement the brochure identifies as a potential conflict of interest and discloses to clients. The firm also discloses that principals may hold the same investments the firm recommends and has established personal‑trading procedures while offering clients the option to purchase recommended insurance products through unaffiliated agents.

To learn more about the advisors currently working at B6 Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Burnett	Wellsville, UT	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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