Eric Ohde, financial advisor Redding CA
93 score

Eric Ohde

CRD Number: 5386757
Current Firm: Retirement Wealth Advisors, Inc.

Eric Ohde (CRD# 5386757) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Redding, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Eric Ohde Redding, CA Jan 2015 - Current 1
Retirement Wealth Advisors, Inc. Jenison, MI Jun 2012 - Current 4
Hbw Advisory Services LLC Simi Valley, CA Jan 2010 - Jun 2012 2
Hbw Securities LLC Simi Valley, CA Feb 2008 - Jun 2012 4
Cpr Investments LLC Sterling Heights, MI Apr 2009 - Dec 2009 < 1
City Of Redding Fire Department Redding, CA Apr 1979 - Jun 2009 30
Wfg Lodi, CA Jul 2007 - Feb 2008 < 1
World Group Securities Lodi, CA Jul 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Eric Ohde
Phone Number: 616-667-2150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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