Eileen M Burkhart
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Raymond James & Associates, Inc.Sep 2026 to now
- Emb & Co LLCOct 2023 to now
- Clearstead; Clearstead Advisory SolutionsJan 2022 to now
- Clearstead AdvisorsOct 2021 to Dec 2023
- Eileen M Burkhart & Co., LLCFeb 2005 to Sep 2021
- Commonwealth Financial NetworkMay 2002 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (OH).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1951074
- Firm CRD
- 105674