Erik Dullenkopf, financial advisor Ventura CA
93 score

Erik Dullenkopf

CRD Number: 5474348
Current Firm: Msi Financial Services, Inc.

Erik Dullenkopf (CRD# 5474348) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Ventura, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Nathan Wallace, financial advisor Ventura CA
Nathan R. Wallace
CRD# 5646552
Greyfox Investors LLC
Score
103
Similar Advisors
Juan Ros, financial advisor Ventura CA
Juan C. Ros
CRD# 6028956
Lamia Financial Group, Inc.
Score
103
Similar Advisors
Alexander Cooke, financial advisor Ventura CA
Alexander R. Cooke
CRD# 4325623
Fairfield, Bush & Company
Score
100
Company Name Location Dates Years
Metlife Securities Inc. Westlake Village, CA Jan 2008 - Current 8
Unemployed Ojai, CA Oct 2007 - Jan 2008 < 1
College Works Painting Irvine, CA Feb 2007 - Oct 2007 < 1
Ucsb Santa Barbara, CA Sep 2006 - Feb 2007 < 1
Screaming Eagle Aviation Santa Paula, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Erik P. Dullenkopf
Phone Number: 800-638-8378
Registered State(s):
  • AK
  • AR
  • NM
  • NC
  • TX
  • WA
  • ID
  • CA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Erik Dullenkopf and other advisors.
BADGES
93
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.