Scott E. Cline

CLINE FINANCIAL CONCEPTS

Champaign, IL 61820

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CRD#: 4963332

Professional summary

Scott Eric Cline is a registered financial advisor currently at CLINE FINANCIAL CONCEPTS, LLC located in Champaign, Illinois.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 2 firms and has passed the Series 65 exam.

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.

SCOTT CLINE WORKS AS AN CONSULTANT AT AG CONSULTING COMPANY, WHERE HE DOES MS EXCEL CLEAN-UP - WORK IS DONE DURING OFF TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Eric Cline'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®

None

Experience

Current

October 5, 2005 - Present

CLINE FINANCIAL CONCEPTS, LLC

Office #1: 1800 S. Oak Street Suite 101, Champaign, IL 61820

RIA

CRD#: 135679

Champaign, IL

Past

March 13, 2014 - December 31, 2016

MILLER FINANCIAL PLANNING, LLC

RIA

CRD#: 134942

ALPINE, CA

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

Arizona
(7/12/2022)

IAR

California
(5/18/2016)

IAR

Illinois
(10/5/2005)

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

State Security Law Exam

IAR

Series 65

Date: 9/8/2005

Uniform Investment Adviser Law Examination

Current Firm

CLINE FINANCIAL CONCEPTS, LLC

CRD#: 135679 / SEC#:

Arizona

Registered Investment Advisory firm - (7/12/2022 Approved)

California

Registered Investment Advisory firm - (5/18/2016 Approved)

Illinois

Registered Investment Advisory firm - (10/5/2005 Approved)

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Contact information

Main Address

1800 S. Oak Street Suite 101, Champaign, IL 61820

Mailing Address

Phone number

(217) 607-0251

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 57,958,822

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.

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Scott E. Cline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Eric Cline's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLINE FINANCIAL CONCEPTS, LLC

MILLER FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2005

Current Firm

CLINE FINANCIAL CONCEPTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLINE FINANCIAL CONCEPTS, LLC

TRUST BUT VERIFY

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