Erik Finanger, financial advisor Wausau WI
93 score

Erik Finanger

CRD Number: 1273983
Current Firm: Stifel, Nicolaus & Company, Incorporated

Erik Finanger (CRD# 1273983) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wausau, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Wausau, WI Oct 2009 - Current 7
Raymond James Financial Services Wausau, WI Sep 2008 - Sep 2009 1
River Valley State Bank Schofield, WI Jan 1993 - Sep 2009 16
Primevest Financial Services, Inc. Rothschild, WI Sep 1997 - Sep 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Erik E. Finanger
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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