Eric Morken (CRD# 6339109) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Cresent, MN and has over 9 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | La Cresent, MN | Dec 2020 - Current | 2 |
| Securities America Advisors | La Cresent, MN | Dec 2020 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Aug 2014 - Dec 2020 | 6 |
| Axa Advisors, LLC | New York, NY | Aug 2014 - Jun 2020 | 5 |
| Unemployment | La Crescent, MN | Mar 2014 - Aug 2014 | < 1 |
| Dahl Automotive | La Crosse, WI | Apr 2006 - Feb 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- MN
- TX
- WI
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Total Assets Under Management38,164MILLIONS
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Total Number of Accounts200,228ACCOUNTS
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Average Account Value$190,602
- 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
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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