Eric Flick (CRD# 6151032) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 10 years of experience in the finance industry. Eric Flick 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# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl | Green Bay, WI | Apr 2015 - Current | 9 |
| Members Trust Company | Tampa, FL | Oct 2014 - Mar 2015 | < 1 |
| Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Mar 2015 | < 1 |
| Credit Union Investment Services | Raleigh, NC | Nov 2013 - Mar 2015 | 1 |
| Secu Brokerage Services | Raleigh, NC | Jan 2013 - Mar 2015 | 2 |
| State Employees' Credit Union | Charlotte, NC | Dec 2008 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
- WI
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- 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
- Other
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