Eric Munkeby
CRD Number: 2117283Current Firm: United Planners' Financial Services Of America A Limited Partner
Eric Munkeby (CRD# 2117283) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Munkeby Kramer Dba For Munkeby Financial, Inc. | Hopkins, MN | Jan 2008 - Current | 16 |
| Munkeby Financial, Inc. | Hopkins, MN | Jan 1997 - Current | 27 |
| Eric Munkeby, Sole Proprietor | Hopkins, MN | Jan 1991 - Current | 33 |
| My Legacy Advisors, Llc Dba Munkeby Kramer | Hopkins, MN | Nov 2017 - Feb 2020 | 2 |
| United Planners Financial Services Of America | Scottsdale, AZ | Nov 2017 - Feb 2020 | 2 |
| My Legacy Advisors, LLC | Hopkins, MN | Sep 2017 - Feb 2020 | 2 |
| Sii Investments, Inc. | Appleton, WI | Sep 2007 - Nov 2017 | 10 |
| Sii Investments, Inc. | Appleton, WI | Sep 2007 - Nov 2017 | 10 |
| Munkeby Kramer | Hopkins, MN | Oct 1996 - Nov 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- MN
- NH
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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