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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

MARIE ANNE BURNS

Advisor at WISE WORLD INVESTMENT PLANNING

CHANDLER, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WISE WORLD INVESTMENT PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 14, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 14, 2001
First registration: Feb 7, 2006
Dual registered: yes, broker-dealer
Other names: MARIE ANNE ROWAN
IAPD individual key: 4379046

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WISE WORLD INVESTMENT PLANNING	State registered	Jun 8, 2018	n/a	yes	CHANDLER, AZ	Current employment
WADDELL & REED	Former SEC adviser	Sep 21, 2016	Jan 26, 2018	no	SCOTTSDALE, AZ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 4, 2014	Aug 22, 2016	no	SCOTTSDALE, AZ	Previous registration
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Mar 12, 2012	May 1, 2014	no	PHOENIX, AZ\|MINNEAPOLIS, MN\|Tempe, AZ\|MINNEAPOLIS, MN	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Feb 7, 2006	Feb 27, 2012	no	PHOENIX, AZ\|PHOENIX, AZ\|STEVENS POINT, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WADDELL & REED	WISE WORLD INVESTMENT PLANNING	Jan 26, 2018	Jun 8, 2018	133	Firm change	Other
VANGUARD ADVISERS, INC.	WADDELL & REED	Aug 22, 2016	Sep 21, 2016	30	Firm change	Other
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	VANGUARD ADVISERS, INC.	May 1, 2014	Jun 4, 2014	34	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Feb 27, 2012	Mar 12, 2012	14	Firm change	Other

Relationships

Registered with (5)

→ WISE WORLD INVESTMENT PLANNINGRegistered adviserregistration: current employment
Jun 8, 2018 to presentfactForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Sep 21, 2016 to Jan 26, 2018factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 4, 2014 to Aug 22, 2016factForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 12, 2012 to May 1, 2014factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Feb 7, 2006 to Feb 27, 2012factForm ADV

Dated events

No dated event names this entity yet.