Erich Stabelfeldt, financial advisor Brookfield WI
89 score

Erich Stabelfeldt

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors Brookfield, WI Aug 2014 - Current 2
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
Contact Info for Erich D. Stabelfeldt
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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