Eric Riedesel, financial advisor Lodi WI

Eric Riedesel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Eric Riedesel
Phone Number: 781-736-0700
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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