EB
Eileen M. Burkhart
CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS
Cleveland, OH 44114
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CRD#: 1951074
EB
Professional summary
Eileen Marie Burkhart, AIF®, CFP® is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Cleveland, Ohio.
Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Eileen has worked at 7 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 24 and Series 51 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. SELLING FIXED INSURANCE UNDER EILEEN M. BURKHART; INVESTMENT RELATED. 2. EILEEN M. BURKHART & COMPANY, LLC, PRESIDENT AND OWNER OF PRIVATE ENTITY; 3. BURKHART DEMING HOUSE LLC, OWNER OF PRIVATE ENTITY CREATED AS REAL ESTATE HOLDING COMPANY FOR BUILDING WHERE BRANCH IS LCOATED, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 4. EXECUTOR AND POWER OF ATTORNEY FOR PERSONAL FRIEND WHO IS NOT CLIENT, NOT CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 5. TRUSTEE OF COMPANY RETIREMENT PLAN, EILEEN M. BURKHART & COMPANY, LLC 401(K) PROFIT SHARING PLAN; INVESTMENT RELATED;
CRS (Client Relationship Summary) - RIA
Click below to view Eileen Marie Burkhart's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
January 19, 2022 - Present
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
Office #1: 1100 Superior Ave East Suite 700, Cleveland, OH 44114RIA
CRD#: 105674
Cleveland, OH
Past
March 2, 2005 - July 16, 2009
EILEEN M. BURKHART & CO., LLC
RIA
CRD#: 120474
CLEVELAND HEIGHTS, OH
Past
June 4, 2002 - October 12, 2021
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
CLEVELAND HEIGHTS, OH
Past
May 16, 2002 - October 12, 2021
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
CLEVELAND HEIGHTS, OH
Past
June 18, 1991 - May 29, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 18, 1991 - May 29, 2002
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
May 23, 1989 - June 18, 1991
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 23, 1989 - June 18, 1991
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CH
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
CRD#: 105674 / SEC#: 801-33554
RIA
Registered Investment Advisory firm - (12/29/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(1/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CH
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
CRD#: 105674 / SEC#: 801-33554
RIA
Registered Investment Advisory firm - (12/29/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Superior Ave East Suite 700, Cleveland, OH 44114
Mailing Address
Phone number
(216) 621-1090
Established
Firm type
Fiscal year end
# of Employees
223
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,144 |
| AUM (Assets Under Management) | $ 24,294,182,322 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/19/2025 | ||
| 11/27/2024 | ||
| 01/10/2024 |
Red Flags
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.
