Eric Gurholt, financial advisor Plymouth WI

Eric Gurholt

CRD Number: 5587277
Current Firm: Cetera Investment Advisers LLC

Eric Gurholt (CRD# 5587277) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plymouth, WI and has over 15 years of experience in the finance industry. Eric Gurholt 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.

Similar Advisors
Laura Ingram, financial advisor Plymouth WI
Laura E. Ingram
CRD# 5809177
Osaic Wealth, Inc.
Similar Advisors
David Adams, financial advisor Plymouth WI
David G. Adams
CRD# 2186552
Commonwealth Financial Network
Similar Advisors
Lisa Adams, financial advisor Plymouth WI
Lisa K. Adams
CRD# 2042816
Commonwealth Financial Network
Professional Designations
Company Name Location Dates Years
Huberty & Associates S.c, Dba Vesta Fond Du Lac, WI Sep 2023 - Current < 1
Vesta Fond Du Lac, WI Sep 2023 - Current < 1
Huberty Holdings. LLC Fond Du Lac, WI Jan 2022 - Current 2
Huberty Holdings. Llc, Ii Fond Du Lac, WI Jan 2022 - Current 2
Cetera Financial Specialists LLC Schaumburg, IL Aug 2008 - Current 15
Cetera Investment Advisers LLC Schaumburg, IL Aug 2008 - Current 15
Huberty And Associates S.c. Fond Du Lac, WI Aug 2008 - Sep 2023 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Eric E. Gurholt
Phone Number: 888-528-2987
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.