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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Marie Burkhart is a financial advisor with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions in Cleveland, Ohio. Eileen has been in the industry for over 30 years and has experience working with individuals, families, and businesses. She is a Certified Financial Planner and is registered with the state of Ohio. Eileen's background spans several firms including Commonwealth Financial Network, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Eileen specializes in financial planning, investment consulting, and portfolio management. Eileen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement or flat fee
1
2
OH
01/19/2022 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
OH
05/16/2002 - 10/12/2021
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND HEIGHTS OH)
IN
06/18/1991 - 05/29/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/1991 - 05/29/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
05/23/1989 - 06/18/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1989 - 06/18/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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