Eric Schwartz (CRD# 6229045) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 10 years of experience in the finance industry. Eric Schwartz 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.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Klaas Financial Asset Advisors, LLC | Fitchburg, WI | Nov 2020 - Current | 3 |
| Advice And Planning Services | Middleton, WI | Feb 2017 - Nov 2020 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Middleton, WI | Feb 2017 - Nov 2020 | 3 |
| Wea Member Benefits | Madison, WI | Jan 2017 - Feb 2017 | < 1 |
| Wea Financial Advisers, Inc. | Madison, WI | Sep 2014 - Feb 2017 | 2 |
| Wea Investment Services, Inc. | Madison, WI | May 2013 - Feb 2017 | 3 |
| Wea Member Benefits | Madison, WI | Jul 2014 - Dec 2016 | 2 |
| Wea Member Benefits | Madison, WI | May 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- IL
- WI
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts969ACCOUNTS
-
Average Account Value$586,821
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CO, FL, IA, IL, MI, MN, NC, NE, NM, TN, TX, WI
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