Erik Mansfield, financial advisor Prospect Heights IL

Erik Mansfield

CRD Number: 7085694
Current Firm: Edward Jones

Erik Mansfield (CRD# 7085694) is an Investment Advisor Representative working at Edward Jones in Prospect Heights, IL and has over 3 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Prospect Heights IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Alexander Bass, financial advisor Prospect Heights IL
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Similar Advisors
Gregory Reichold, financial advisor Prospect Heights IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2019 - Current 3
Midwest Equity Mortgage Oak Brook Terrace, IL Jan 2019 - Apr 2019 < 1
United Home Loans Westchester, IL May 2017 - Dec 2018 1
Wells Fargo Home Mortgage Lombard, IL May 2014 - May 2017 3
The Privatebank Chicago, IL Jun 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Erik Mansfield
Phone Number: 314-515-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.