Eric Burr (CRD# 6165317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kearney, NE and has over 10 years of experience in the finance industry.
CRD# 5401158
Wealthplan Partners
CRD# 2466996
Ameritas Advisory Services, LLC
CRD# 1004839
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Syracuse, NE | Mar 2020 - Current | 4 |
| Ameriprise Financial Advisors Inc. | Syracuse, NE | Nov 2017 - Mar 2020 | 2 |
| Sii Investments | Kearney, NE | Feb 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CO
- NE
- SC
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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