John
Burns
Clune & Associates
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About this Advisor
John Burns is a financial advisor based in Chicago, Illinois, working with Clune & Associates. John has previously held positions 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. John has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Illinois and Texas. Currently, John is part of Clune & Associates, which operates out of Chicago, Illinois. The firm has 2 offices and 5 employees. The firm manages assets totaling $582.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Clune & Associates includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clune & Associates Brokerage Details
$582,694,631
5
772
$754,786
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
Clune & Associates
Merrill Lynch, Pierce, Fenner & Smith Inc
Sachem Company
Joe'S Brewery
University Of Illinois At Urbana-Champaign
Aa Rental Center Inc
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
Chicago, IL
Vero Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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