Eric Kiel (CRD# 7641394) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 2 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | Ketchum, ID | Sep 2022 - Current | 1 |
| Eric Kiel Photography | Hailey, ID | May 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- ID
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Total Assets Under Management4,932MILLIONS
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Total Number of Accounts4,536ACCOUNTS
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Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
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