Eric Gurholt, financial advisor Fond Du Lac WI
96 score

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 Fond Du Lac, WI and has over 8 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.

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Professional Designations
Company Name Location Dates Years
Huberty And Associates Fond Du Lac, WI Aug 2008 - Current 8
Cetera Financial Specialists LLC Schaumburg, IL Aug 2008 - Current 8
Cetera Investment Advisers LLC Schaumburg, IL Aug 2008 - Current 8
Gehl Company West Bend, WI Aug 2007 - Aug 2008 1
Clifton Gunderson LLP Oshkosh, WI Jan 2005 - Aug 2007 2
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):
  • WI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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