EB
CFP
EB
CFP

Eileen Marie Burkhart

36 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

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Location

1100 Superior Ave East, Suite 700, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eileen sells fixed insurance under her own name and is the president and owner of Eileen M. Burkhart & Company, LLC. She also owns Burkhart Deming House LLC, a real estate holding company, and serves as executor/power of attorney for a friend and trustee of her company's retirement plan.

Employment History
Current Registrations
Previous Registrations
Eileen M. Burkhart & CO., LLC
March 2005 - July 2009 · 4 yrs 4 mos
Commonwealth Financial Network
June 2002 - October 2021 · 19 yrs 4 mos
Commonwealth Financial NetworkBroker
May 2002 - October 2021 · 19 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
June 1991 - May 2002 · 10 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
June 1991 - May 2002 · 10 yrs 11 mos
American Express Financial Advisors INC.Broker
May 1989 - June 1991 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
May 1989 - June 1991 · 2 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Eileen Marie Burkhart - Financial Advisor | TrueAdvisor