Erich StabelfeldtCRD Number: 6226418
Current Firm: Bmo Harris Financial Advisors, Inc.
Erich Stabelfeldt (CRD# 6226418) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Bmo Harris Financial Advisors||Brookfield, WI||Aug 2014 - Current||3|
|The Prudential Insurance Company Of America||Wauwatosa, WI||Mar 2014 - Jun 2014||< 1|
|Pruco Securities LLC||Wauwatosa, WI||Mar 2014 - Jun 2014||< 1|
|Edward Jones||St. Louis, MO||Jul 2013 - Jan 2014||< 1|
|Medical College Of Wisconsin||Milwaukee, WI||Feb 2011 - Jul 2013||2|
|Medical College Of Wisconsin||Milwaukee, WI||Jul 2007 - Feb 2011||3|
|Associated Bank||Sussex, WI||Jul 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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