Erik Wehse (CRD# 7686544) is an Investment Advisor Representative working at Creative Planning in Carbondale, CO and has 1 year of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 2293685
Antunes International Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Jan 2023 - Current | 1 |
| Performance Ski | Aspen, CO | Nov 2017 - Current | 6 |
| Aspen Ski Company | Aspen, CO | Nov 2009 - Apr 2021 | 11 |
| Millipore Sigma | Burlington, MA | Jun 2020 - Sep 2020 | < 1 |
| Rossignol Group | Aspen, CO | Dec 2018 - Apr 2019 | < 1 |
| University Of Rio Grande | Rio Grande, OH | Sep 2015 - Dec 2018 | 3 |
| Hotel Jerome, Auberge Resort | Aspen, CO | Apr 2017 - Sep 2017 | < 1 |
| Snowmass Club | Snowmass, CO | May 2015 - Sep 2015 | < 1 |
| Northwest College | Powell, WY | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CO
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
-
Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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