Eric Stutzman, financial advisor Spokane WA

Eric Stutzman

CRD Number: 5310745
Current Firm: Selkirk Wealth Advisors, LLC
Compensation Model: Fee Only

Eric Stutzman (CRD# 5310745) is an Investment Advisor Representative working at Selkirk Wealth Advisors, LLC in Spokane, WA and has over 10 years of experience in the finance industry. Eric Stutzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Selkirk Wealth Advisors, LLC Spokane, WA Nov 2014 - Current 6
Etesian Wealth Advisors, Inc. Spokane, WA Jan 2013 - Nov 2014 1
Lpl Financial LLC Spokane, WA Jan 2011 - Jan 2013 2
Abridge Partners, LLC Spokane, WA Oct 2010 - Jan 2013 2
Self Employed Spokane, WA Jul 2010 - Oct 2010 < 1
Summit Capital Group Seattle, WA Feb 2007 - Jul 2010 3
Guy Carpenter Seattle, WA Feb 2003 - Feb 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Eric J. Stutzman
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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