Erin Gast (CRD# 7283105) is an Investment Advisor Representative working at Lpl Financial LLC in Houghton, MI and has over 3 years of experience in the finance industry.
CRD# 6905033
Lpl Financial LLC
CRD# 5242778
Edward Jones
CRD# 736293
Sage Financial Advice
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Houghton, MI | Sep 2023 - Current | < 1 |
Ameriprise Financial Services, LLC | Houghton, MI | Jun 2020 - Sep 2023 | 3 |
Kerberrose Certified Public Accountants | Shawano, WI | Jun 2019 - Jun 2020 | 1 |
Michigan Technological University | Houghton, MI | Sep 2018 - Sep 2019 | 1 |
Upper Peninsula Power Company | Houghton, MI | May 2016 - May 2019 | 3 |
Dollar Bay-tamarack City Public Schools | Dollar Bay, MI | Aug 2018 - Nov 2018 | < 1 |
Michigan Technological University | Houghton, MI | Jun 2015 - Jun 2016 | 1 |
Mtu Bookstore | Houghton, MI | Jun 2014 - Jun 2015 | 1 |
Victoria's Kitchen | Houghton, MI | Jun 2014 - Sep 2014 | < 1 |
Lake Linden-hubbell High School | Lake Linden, MI | Jan 2010 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- 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
- Other
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
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