Eileen Stancati Clune
CFP®Professional Summary
Eileen Stancati Clune, CFP®, who also goes by Eileen Clune, Eileen Czamanske, Eileen Stancati, was a registered financial advisor. Eileen was a previously registered financial professional and started their career in finance 1982 - 2024. Eileen had worked at 11 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
Other Aliases
Eileen Clune, Eileen Czamanske, Eileen Stancati
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
CLUNE & ASSOCIATES | FACTOR WEALTH MANAGEMENT LTD. | FACTOR WEALTH MANAGEMENT | CLUNE & ASSOCIATES, LTD.
Contact Information
Main Address
980 N Michigan Avenue Ste 1320, Chicago, IL 60611Phone Number
(312) 644-5040# of Employees
8SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
880AUM (Assets Under Management)
$781,019,799Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CLUNE & ASSOCIATES | FACTOR WEALTH MANAGEMENT LTD. | FACTOR WEALTH MANAGEMENT | CLUNE & ASSOCIATES, LTD.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Dec 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Eileen
- Tax Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
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