Eric Abts, financial advisor Omaha NE
73 score

Eric Abts

CRD Number: 5453060
Current Firm: Cambridge Investment Research Advisors, Inc.

Eric Abts (CRD# 5453060) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2014 - Current 2
Sunset Financial Services Kansas City, MO May 2014 - Nov 2014 < 1
Carlson Rezidor Omaha, NE Mar 2014 - May 2014 < 1
Principal Financial Omaha, NE Dec 2013 - Feb 2014 < 1
Princor Financial Omaha, NE Dec 2013 - Feb 2014 < 1
Umb Financial Omaha, NE Oct 2013 - Nov 2013 < 1
Stockcross Financial Services Omaha, NE May 2013 - Sep 2013 < 1
Unemployed Omaha, NE Mar 2013 - Apr 2013 < 1
Td Ameritrade Omaha, NE Jan 2009 - Feb 2013 4
Omni Hotels Omaha, NE Jan 2003 - Sep 2009 6
Cls Investment Firm Omaha, NE Nov 2007 - Oct 2008 < 1
University Of Nebraska At Omaha Omaha, NE Aug 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Eric P. Abts
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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

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BADGES
73

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