John Burmeister

About John Burmeister

Seasoned financial services executive with deep expertise in broker‑dealer and RIA leadership, advisor experience design, platform development, and enterprise growth. Over my career, I have built and led multiple organizations through significant expansion, transformation, and integration—including architecting end‑to‑end advisor platforms, elevating service and supervision models, and guiding firms through complex operational, regulatory, and strategic change.I bring a unique blend of regulatory depth (FINRA Principal), strategic vision, and an advisor‑centric mindset. My work centers around designing scalable ecosystems that empower independent advisors to deliver exceptional planning, investment, and risk‑management experiences for their clients.Known for strengthening organizational culture, enhancing cross‑functional collaboration, and driving operational excellence, I am passionate about aligning people, processes, and platforms to accelerate advisor growth and create enduring enterprise value.Licenses & Designations:FINRA Series 7, 24, 63, 66 · Texas Life & Health (Group 1) · CMFC

Experience

1. Chief Solutions and Experience Officer-integrity Wealth

   Integrity

   Nov 2025 — Present · Austin, TX, US

   As Chief Solutions & Experience Officer, I lead the strategy, design, and delivery of the platforms, experiences, and capabilities that power Integrity Wealth’s advisors, partner firms, and clients. My role sits at the intersection of product innovation, advisor experience, enterprise integration, and operational excellence—ensuring that every facet of our ecosystem works seamlessly to help advisors grow thriving, modern practices.I partner with the teams responsible for architecting the end‑to‑end advisor journey, enhancing technology and platform performance, and developing scalable operating models that support our network across the country. Working cross‑functionally with leadership, I guide how Integrity Wealth brings solutions to market, improves advisor outcomes, and strengthens long-term enterprise value.

Education

• Angelo State University

  BA, Business Management

  1993 — 1999

Skills

• Financial Advisory
• Uniform Combined State Law
• Finra
• Series 24
• Wealth Management
• Series 63
• Business Process Improvement
• Securities
• Vlookup
• Financial Services
• Series 7
• Mutual Funds
• Investment Advisory
• Operations Management