Eric Spindt, financial advisor Waupaca WI
90 score

Eric Spindt

CRD Number: 5920213
Current Firm: Voya Financial Advisors, Inc.

Eric Spindt (CRD# 5920213) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Waupaca, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Waupaca, WI Sep 2014 - Current 2
Waypoint Financial Waupaca, WI May 2011 - Current 5
Ing Financial Partners, Inc. Waupaca, WI Oct 2012 - Sep 2014 1
Neuville Motors Inc. Waupaca, WI Oct 2007 - Apr 2011 3
Waupaca Motor Sales Inc. Waupaca, WI Jan 1986 - Oct 2007 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Eric P. Spindt
Phone Number: 1-800-356-2906
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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