Eric StutzmanCRD 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.
Interfund Management Services, Inc.
Td Ameritrade, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management73MILLIONS
Total Number of Accounts49ACCOUNTS
Average Account Value$1,495,750
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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