Eileen Clune, financial advisor Chicago IL
96 score

Eileen Clune

CRD Number: 1067388
Current Firm: Clune & Associates

Eileen Clune (CRD# 1067388) is an Investment Advisor Representative working at Clune & Associates in Chicago, IL and has over 29 years of experience in the finance industry. Eileen Clune has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chauner Securities, Inc. Chicago, IL Nov 1996 - Current 19
Clune & Associates Chicago, IL Mar 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
Contact Info for Eileen S. Clune
Phone Number: 312-644-6040
Firm Website: http://www.clune.biz
Registered State(s):
  • CO
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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