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Scott Eric Cline

Cline Financial Concepts, LLC

Champaign, IL

CRD 4963332

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Employer firm

Cline Financial Concepts, LLC CRD 135679

$86.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cline Financial Concepts, Llc

1800 S. Oak Street Suite 101, Champaign, IL 61820 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-07-12
CA RA APPROVED 2016-05-18
IL RA APPROVED 2005-10-05
  • AZ RA
    APPROVED
    Since 2022-07-12
  • CA RA
    APPROVED
    Since 2016-05-18
  • IL RA
    APPROVED
    Since 2005-10-05

Branch Locations

1800 S. Oak Street Suite 101, Champaign, IL 61820 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cline Financial Concepts, Llc Champaign IL 05/2005 Present
Student Columbia MO 06/2004 Present
Miller Financial Planning Llc Champaign IL 03/2014 12/2016
  • 05/2005 → Present
    Cline Financial Concepts, Llc
    Champaign, IL
  • 06/2004 → Present
    Student
    Columbia, MO
  • 03/2014 → 12/2016
    Miller Financial Planning Llc
    Champaign, IL
Previous Registrations
  • 2014-03-13 → 2016-12-31
    Miller Financial Planning, Llc
    Alpine, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-08
  • S65 Uniform Investment Adviser Law Examination
    2005-09-08

View on SEC IAPD

Nearby Firms

LESTER FINANCIAL GROUP, LLC
STERLING WEALTH MANAGEMENT, INC.
TENET WEALTH PARTNERS, LLC

Nearby Investors

Blake A Lester
TODD ALLEN LESTER
JAMES ARTHUR PLOEGER

Nearby Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL
STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL
TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL

More in Champaign, IL

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