Eric Somsel (CRD# 6636832) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Troy, MI and has over 7 years of experience in the finance industry. Eric Somsel 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founders Financial Securities LLC | Towson, MD | Jun 2021 - Current | 2 |
| Securian Financial Services Inc. | St. Paul, MN | Apr 2016 - Jun 2021 | 5 |
| Minnesota Life | St. Paul, MN | Apr 2016 - Jun 2021 | 5 |
| Securian Financial Advisors Of The Great Lakes | Lansing, MI | Apr 2016 - Jun 2021 | 5 |
| Michigan Senate | Lansing, MI | Jan 2015 - Jun 2016 | 1 |
| Jim Stamas For State Senate | Midland, MI | Aug 2014 - Nov 2014 | < 1 |
| Karl Ieuter For State Representative | Midland, MI | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- MI
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
- A percentage of assets under your management
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