John
Burns
Clune & Associates
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About this Advisor
John Burns is a financial advisor working out of Chicago, Illinois with a total of 5 years of industry experience. Burns is currently employed by Clune & Associates. Burns has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Illinois At Urbana-Champaign, Aa Rental Center Inc, Joe'S Brewery, Sachem Company and Clune & Associates. Burns holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to work in Colorado, Illinois and Texas. Clune & Associates is a company based in Chicago, IL. It has offices in two locations and just five financial advisors. It manages $434 million in total assets across its 697 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 697 client accounts, 73% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on the type of financial services. Fee types charged by Clune & Associates may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clune & Associates Brokerage Details
$433,704,017
5
697
$622,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Burns Work History
John has been registered as a financial advisor for 5 years.*
Clune & Associates
Merrill Lynch, Pierce, Fenner & Smith Inc
Sachem Company
Joe'S Brewery
University Of Illinois At Urbana-Champaign
Aa Rental Center Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clune & Associates
Chicago, IL
Chicago, IL
Vero Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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