Eric DemmonCRD Number: 4554472
Current Firm: Bmo Harris Financial Advisors, Inc.
Eric Demmon (CRD# 4554472) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Hubertus, WI and has over 14 years of experience in the finance industry. Eric Demmon 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.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Bmo Harris Financial Advisors, Inc.||Germantown, WI||Aug 2012 - Current||5|
|Bmo Harris Bank Na||Milwaukee, WI||Jul 2011 - Current||6|
|M&i Brokerage Services, Inc.||Germantown, WI||May 2005 - Current||12|
|M&i Insurance Services||Milwaukee, WI||May 2005 - Current||12|
|M&i Trust Company||Milwaukee, WI||May 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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