Scott
Burns

River Raisin Investment Partners, Inc

CRD#5140649
Investment Advisor
in Monroe, MI

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About this Advisor

Scott Burns is an investment advisor whose office is in Monroe, Michigan. Currently a registered advisor with River Raisin Investment Partners, Inc, Burns has 11 years of professional experience in the financial advisory industry. Burns maintains Series 63 and Series 66 licenses, designating the advisor as a securities broker. Burns is registered to operate in Michigan and Ohio. The advisor has gained experience at Uvest Financial Services Group, Inc, Monroe Bank And Trust, Jhfn Sii, Fifth Third Securities, Lpl Financial, River Raisin Investment Partners, Inc, Signator Investors and Mbt Investment Services. River Raisin Investment Partners, Inc is based out of Monroe, Michigan. As a company, River Raisin Investment Partners, Inc oversees $66 million in assets covering 558 client accounts and employs two staff members. The firm's total assets under management places it among the smaller firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. River Raisin Investment Partners, Inc can provide financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

10 W. First St.
Monroe, MI 48161

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River Raisin Investment Partners, Inc Brokerage Details

Total Assets Under Management

$65,570,958

MI Average: $943,424,332
Total Number of Employees

2

MI Average: 21
Total Number of Accounts

558

MI Average: 1,586
Average Account Size

$117,511

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Scott Burns Work History

Scott has 11 years of experience.

2018 - Present (3 years)

River Raisin Investment Partners, Inc

2016 - 2018 (2 years)

Lpl Financial

2016 - 2018 (2 years)

Lpl Financial

2011 - 2016 (5 years)

Fifth Third Securities

2010 - 2011 (1 year)

Jhfn Sii

2010 - 2011 (1 year)

Signator Investors

2009 - 2010 (1 year)

Uvest Financial Services Group, Inc

2009 - 2010 (1 year)

Monroe Bank And Trust

2009 - 2010 (1 year)

Mbt Investment Services

Disclosures

Scott Burns has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at River Raisin Investment Partners, Inc

Scott Burns
Monroe, MI
Adam Mclaughlin
Monroe, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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