Eric RiedeselCRD Number: 6308068
Current Firm: Commonwealth Financial Network
Eric Riedesel (CRD# 6308068) is an Investment Advisor Representative working at Commonwealth Financial Network in Lodi, WI and has over 3 years of experience in the finance industry.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Silver Leaf Investment Advisors||Lodi, WI||Aug 2021 - Current||< 1|
|Commonwealth Financial Network||Waltham, MA||Aug 2021 - Current||< 1|
|Ameriprise Financial Services Inc.||Minneapolis, MN||Jul 2019 - Aug 2021||2|
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2018 - Jul 2019||< 1|
|Milestone Investment Management||Lodi, WI||May 2017 - Aug 2018||1|
|University Of Wisconsin -stout||Menomonie, WI||Jan 2017 - May 2018||1|
|D&k Services||Lodi, WI||Jun 2015 - May 2018||2|
|United States Department Of Agriculture||Madison, WI||Aug 2016 - May 2017||< 1|
|Madison College||Madison, WI||Jan 2012 - May 2017||5|
|Uw Provision Company||Middleton, WI||Apr 2016 - Aug 2016||< 1|
|University Of Wisconsin-eau Claire||Eau Claire, WI||Sep 2014 - Dec 2015||1|
|Menards||Eau Claire, WI||Jun 2015 - Aug 2015||< 1|
|Lodi Sausage Company||Lodi, WI||Oct 2013 - Jan 2015||1|
|North American Mechanical||Windsor, WI||Jun 2013 - Aug 2014||1|
|Lodi High School||Lodi, WI||Sep 2010 - Jun 2014||3|
|Mole Marine||Lodi, WI||May 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- 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)
- Publication of periodicals or newsletters
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.