Eric Pampel, financial advisor Monticello IN

Eric Pampel

CRD Number: 3180206
Current Firm: Pampel & Associates, Inc.

Eric Pampel (CRD# 3180206) is an Investment Advisor Representative working at Pampel & Associates, Inc. in Monticello, IN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Pampel & Associates, Inc. Monticello, IN May 2000 - Current 23
Pampel Securities, Inc. Monticello, IN Dec 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Eric J. Pampel
Phone Number: 574-583-7333
Firm Website: http://www.pampel.com
Registered State(s):
  • CA
  • IN
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    587
    ACCOUNTS
  • Average Account Value
    $165,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA, IN, MI, TX

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