Eric Chmielewski (CRD# 6323297) is an Investment Advisor Representative working at Measured Financial in Roseville, CA and has over 8 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tailored Wealth Management, LLC | Rocklin, CA | Nov 2019 - Current | 4 |
| Staines Financial, LLC | Rocklin, CA | Feb 2019 - Nov 2019 | < 1 |
| Uncommon Capital, LLC | New Castle, CA | Oct 2017 - Feb 2019 | 1 |
| Uncommon Capital, LLC | New Castle, CA | Jun 2017 - Sep 2017 | < 1 |
| Independent Financial Group LLC | Auburn, CA | Apr 2015 - May 2017 | 2 |
| Davis Financial Advisors | Auburn, CA | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
- NV
- TX
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$105,224
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, NV, TX
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