Eileen Marie Burkhart

Employer firm

Clearstead; Clearstead Advisory Solutions CRD 105674

$33.9B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2005 → Present
  Eileen M. Burkhart & Co., Llc
  Cleveland Heights, OH

Previous Registrations

• 2002-06-04 → 2021-10-12
  Commonwealth Financial Network
  Cleveland Heights, OH
• 2005-03-02 → 2009-07-16
  Eileen M. Burkhart & Co., Llc
  Cleveland Heights, OH

Other Businesses

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;

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-18

Designations

• Certified Financial Planner