John Burmeister
About John Burmeister
President & CEO of Lion Street Financial, LLC
John Burmeister serves as the President and CEO of Lion Street Financial, LLC. In this role, he leads the organization with a focus on strategic growth and operational efficiency. His extensive background in financial services equips him to navigate the complexities of the industry and drive the company's mission forward. Prior to his current position, Burmeister gained significant experience in various leadership roles, contributing to his well-rounded expertise in the sector.
Leadership Experience at Independent Broker Dealer
John Burmeister previously served on the leadership team at a large independent broker dealer. Over a decade-long tenure, he held multiple roles including support, transitions, operations, and the development of advisory service operations. His multifaceted experience in these areas enabled him to understand the inner workings of broker-dealer operations, driving improvements and fostering growth within the organization.
Early Career at Charles Schwab & Company
John Burmeister began his career as an investment advisor with Charles Schwab & Company. This position offered him foundational knowledge and experience in investment advisory services. His time at Charles Schwab helped shape his approach to client service and investment strategies, laying a strong groundwork for his subsequent leadership roles in the financial industry.
Educational Background and Professional Designations
John Burmeister holds a Bachelor of Business Administration (BBA) in Business Management from Angelo State University. Additionally, he is a registered representative possessing FINRA Series 7, 24, 63, and 66 licenses. He also holds Life, Health, and Variable Insurance licenses, along with the Chartered Mutual Fund Counselor (CMFC®) designation from the College for Financial Planning. These credentials validate his extensive knowledge and professional qualifications in the financial services field.
Active Involvement in Financial Services Industry
John Burmeister is an active member of the Financial Services Institute and serves on multiple councils within the financial services industry. His involvement in these organizations underscores his commitment to staying engaged with industry developments and contributing to the evolution of financial services practices. His participation in these councils reflects his dedication to professional excellence and industry advocacy.