Erich Feller (CRD# 6074652) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 11 years of experience in the finance industry. Erich Feller 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# 5204878
Cetera Investment Advisers LLC
CRD# 7024332
Edward Jones
CRD# 2275932
Accel Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Feller And Associates | Charles City, IA | Apr 2015 - Current | 9 |
| Principal Life Insurance Company | Brookings, SD | Jun 2012 - Current | 11 |
| Princor Financial Services Corporation | Brookings, SD | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
| S63 | Uniform Securities State Law Examination | Jul 2012 |
- IA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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