SEC CRD #801-80922
Burrus Financial Services, Inc. | Select Page A SIMPLE FORMULA FOR SUCCESS Burrus Financial Services is an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients we serve. Burrus offers comprehensive financial planning which includes investment advice, asset allocation strategies, tax management, and risk management. Read More Jeffrey Bland recognized in 2017 Forty Under 40 $200 Million in assets custodied with Fidelity A Simple Formula for Success Burrus Financial Services is an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients we serve. Burrus offers comprehensive financial planning which includes investment advice, asset allocation strategies, tax management, and risk management. Read More Awarded 40th Fastest Growing Company $100 Million in assets custodied with Fidelity National Association of Personal Financial Advisors Member About Us | Burrus Financial Services, Inc. Select Page Jeff Bland Founder Managing Director About Jeff... Company founder Jeff Bland combines a strong background in financial planning with pragmatism, hard work and a deep appreciation for his clients’ circumstances. With roots in Montana, he has built an award-winning firm that specializes in creating comprehensive financial plans for clients who primarily work in ranching and the energy industry. Jeff began his career at UBS PaineWebber in 2001, where he ranked in the top 3% of his national class for assets und
/S/ AMMON WINSOR
CHIEF COMPLIANCE OFFICER
📞 (801) 532-0505
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AUM
$241M
Check Size
$200M–$200M
Location
SALT LAKE CITY, UT
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