Eric Hemingway, financial advisor Minnetonka MN

Eric Hemingway

CRD Number: 2945792
Current Firm: United Planners' Financial Services Of America A Limited Partner

Eric Hemingway (CRD# 2945792) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Hemingway Wealth Management (insurance Agent) Minnetonka, MN Oct 2022 - Current 1
Chiswick Lane, Inc. Minnetonka, MN Sep 2022 - Current 1
Chiswick Lane, Inc. Minnetonka, MN Feb 2017 - Current 7
United Planners' Financial Services Scottsdale, AZ Aug 2015 - Current 8
Professional Business Consortium Plymouth, MN Jan 2002 - Current 22
Successor Executor Minnetonka, MN Dec 2018 - Jan 2024 5
Eric Hemingway Minnetonka, MN Apr 2021 - Sep 2022 1
Midamerica Financial Services, Inc. Minnetonka, MN Jan 2011 - Sep 2015 4
Monticello Investment Services Minnetonka, MN Jan 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric R. Hemingway
Phone Number: 480-991-0225
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    9,326
    MILLIONS
  • Total Number of Accounts
    43,221
    ACCOUNTS
  • Average Account Value
    $215,783
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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