Erich Stabelfeldt, financial advisor Germantown WI

Erich Stabelfeldt

CRD Number: 6226418
Current Firm: U.s. Bancorp Investments, Inc.

Erich Stabelfeldt (CRD# 6226418) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Germantown, WI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Germantown, WI Apr 2021 - Current 2
Bmo Harris Financial Advisors Brookfield, WI Aug 2014 - Mar 2021 6
The Prudential Insurance Company Of America Wauwatosa, WI Mar 2014 - Jun 2014 < 1
Pruco Securities LLC Wauwatosa, WI Mar 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Erich D. Stabelfeldt
Phone Number: 800-888-4700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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