Cline Financial Concepts, LLC

Cline Financial Concepts, LLC (CRD# 135679) is a financial advisory firm headquartered in Champaign, IL. They manage $34,310,000 in 210 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $163,381
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Cline Financial Concepts, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott E. Cline
CRD#: 4963332
1800 S Oak, Suite 101, Champaign, IL 61820
93
Wealthminder
score

Scott Cline (CRD# 4963332) is an Investment Advisor Representative working at Cline Financial Concepts, LLC in Champaign, IL and has over 12 years of experience in the finance industry.

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