(503) 538-4103
Serving All of Oregon

Investment Advisors, Inc.

"Helping you make the trend your friend."

About Dan Burns

I started in the financial services industry in 1975 with Bankers Life and Casualty Company.  In 1981 I started providing life insurance through Transamerica.  In 1997 I joined the Lincoln Financial team where my relationship with them continued outside of Burns Capital until 2022.  Through the years one constant remained--providing the best possible return for my clients.

I’ve held series 6, 7, 22, 24, 63, and 66 licenses.  With over 40 years of experience in just about every aspect of financial planning and wealth management.

Outside of work, I’ve served as chairman of the stewardship committee for our church.  As a committed Rotarian (with perfect attendance over the past 10 year running, I've served as board member for six years, as club president, membership chair for four years, and read to kids in      the S.M.A.R.T. (start making a reader today) program in our local schools alongside fellow Rotarians.

Let me buy you a cup of coffee so that we can get to know one another.