Eric Motycka (CRD# 6216788) is an Investment Advisor Representative working at The Higherground Group LLC in Carmel, IN and has over 10 years of experience in the finance industry. Eric Motycka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capitol Technology University | Laurel, MD | Mar 2022 - Current | 2 |
| The Higherground Group | Terre Haute, IN | Jan 2016 - Current | 8 |
| Origin Financial | San Francisco, CA | Feb 2022 - Jul 2022 | < 1 |
| Depauw University | Greencastle, IN | Feb 2016 - Jan 2022 | 5 |
| Wells Fargo Advisors Financial Network, LLC | Lafayette, IN | Jan 2015 - Jan 2016 | 1 |
| Bank Of America, N.a. | Terre Haute, IN | Dec 2013 - Jan 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Terre Haute, IN | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- IN
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$84,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.