Eileen Bohn, financial advisor Chicago IL

Eileen Bohn

CRD Number: 2082863
Current Firm: Hightower Advisors, LLC

Eileen Bohn (CRD# 2082863) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry. Eileen Bohn 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
Hightower Advisors Chicago, IL Sep 2021 - Current 2
Bel Air Investment Advisors Los Angeles, CA Jul 2018 - Sep 2021 3
Bel Air Securities LLC Los Angeles, CA Jul 2018 - Sep 2021 3
Wells Fargo Clearing Services, LLC Reno, NV Jul 2017 - Jul 2018 1
First Republic Securities Company LLC Santa Barbara, CA Oct 2015 - Jul 2017 1
First Republic Investment Management Santa Barbara, CA Oct 2015 - Jul 2017 1
Unemployed Santa Maria, CA Jul 2015 - Oct 2015 < 1
Church Of Scientology Hollywood, CA Apr 2015 - Jul 2015 < 1
Church Of Scientology Los Angeles, CA Jun 2014 - Apr 2015 < 1
Wells Fargo Advisors LLC Incline Village, NV Jan 2011 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Eileen K. Bohn
Phone Number: 312-962-3800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    105,230
    MILLIONS
  • Total Number of Accounts
    144,757
    ACCOUNTS
  • Average Account Value
    $726,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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