Eric Schneider (CRD# 6426471) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Denver, CO and has over 8 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2022 - Current | 1 |
Thrivent Advisor Network, Llc D/b/a 5280 Associates | Denver, CO | Jul 2022 - Current | 1 |
Thrivent Financial | Appleton, WI | Feb 2019 - Jul 2022 | 3 |
Thrivent Investment Management Inc. | Thornton, CO | Oct 2018 - Jul 2022 | 3 |
Thrivent Financial | Appleton, WI | Dec 2018 - Feb 2019 | < 1 |
Fidelity Brokerage Services LLC | Greenwood Village,, CO | Apr 2018 - Jul 2018 | < 1 |
Scottrade Inc. | Broomfield, CO | Jan 2015 - Mar 2018 | 3 |
Interstate Hotels And Resorts | Denver, CO | Sep 2014 - Jun 2016 | 1 |
Csu | Fort Collins, CO | May 2014 - Sep 2014 | < 1 |
Digital Retirement Solutions | Longmont, CO | Mar 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2015 |
S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CO
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- 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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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