Clinton Burch, financial advisor Bloomfield IN

Clinton Burch

CRD Number: 7089553
Current Firm: Clinton Burch Financial Planning

Clinton Burch (CRD# 7089553) is an Investment Advisor Representative working at Clinton Burch Financial Planning in Bloomfield, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Burch And Daughters, L.l.c. D/b/a Clinton Burch Financial Planni Bloomfield, IN Mar 2019 - Current 3
Eastern Greene High School Bloomfield, IN Jul 2007 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Clinton D. Burch
Phone Number: 812-863-7717
Registered State(s):
  • IN
Current Firm Details
Clinton Burch Financial Planning
Firm's CRD Number: 301195
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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