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Donald Robert Burnaford

Investment Adviser Representative at MPI Wealth Management LLC

Harvey Cedars, NJCRD #36065Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
53 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Donald Robert Burnaford is an investment adviser representative with MPI Wealth Management LLC in Harvey Cedars, NJ, where they have been registered since 2025. They have worked in the securities industry since 1973 and have been registered with 7 firms, including Osaic Wealth, Inc. and Copper Beech Financial Group, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/6/1998
Series 7
General Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 1
Registered Representative Examination
Passed 6/28/1973

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MPI Wealth Management LLCCurrent
3/13/2025 – Harvey Cedars, NJ
Osaic Wealth, Inc.
10/11/2024 – 3/24/2025Moorestown, NJ
Copper Beech Financial Group, LLC
8/12/2021 – 3/20/2025Harvey Cedars, NJ
American Portfolios Advisors, Inc
10/23/2013 – 10/11/2024Holbrook, NY
Family Office Partners, Inc.
6/21/2017 – 12/31/2017Harvey Cedars, NJ
NEW England Securities Corporation
12/14/2009 – 10/15/2013Wall Township, NJ
Lincoln Financial Advisors Corporation
5/10/2004 – 12/1/2009Manalapan, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. American Portfolios Financial Services, Inc.
    Oct 2013 – Oct 2024Holbrook, NY
  2. Copper Beech Financial Group, LLC
    Mar 2014 – Mar 2025Moorestown, NJ
  3. Osaic Wealth, Inc.
    Oct 2024 – Mar 2025Moorestown, NJ
  4. MPI Wealth Management LLC
    Mar 2025 – no end date reportedHarvey Cedars, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MPI Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
Firm account minimum
$1,000,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fixed income, equity, and balanced portfolios constructed to mitigate the unpredictability of the financial markets, with conservative asset management and long-term client relationships.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Conservative Asset ManagementFixed IncomeEquityBalanced PortfoliosMarket Risk ManagementCredit Risk ManagementLong-term Investing

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Hinsdale, IL
Founded:
1986
SEC file number:
801-117155

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 21, 2026

View full firm profile

Other advisors at MPI Wealth Management LLC

2 other advisors in the directory

View MPI Wealth Management LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Robert Burnaford has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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