Eric Amundson (CRD# 4475908) is an Investment Advisor Representative working at Adaptive Wealth Management, LLC in Chesterfield, MO and has over 21 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services, LLC | Troy, MI | Feb 2012 - Current | 12 |
| Adaptive Wealth Management, LLC | Chesterfield, MO | Jan 2010 - Current | 14 |
| Eric K Amundson Agency | Chesterfield, MO | Nov 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
- MO
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$50,327
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
MO
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