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.

CONTACT
Similar Advisors
Todd Koyama, financial advisor Spokane WA
Todd M. Koyama
CRD# 3240300
Selkirk Wealth Advisors, LLC
Similar Advisors
Timothy Kadlec, financial advisor Spokane WA
Timothy K. Kadlec
CRD# 3127749
Voya Financial Advisors, Inc.
Similar Advisors
Greer Bacon, financial advisor Spokane WA
Greer G. Bacon
CRD# 704356
Asset Planning & Management, Inc.
Professional Designations
Company Name Location Dates Years
Selkirk Wealth Advisors, LLC Spokane, WA Nov 2014 - Current 5
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
    73
    MILLIONS
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $1,495,750
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.

ID, WA

Ready to hire a financial advisor? Get competitive proposals from Eric Stutzman and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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.