Eric Demmon, financial advisor Hubertus WI
96 score

Eric Demmon

CRD 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 15 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Eric J. Demmon
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, 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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