Eric Kaleta (CRD# 4062979) is an Investment Advisor Representative working at Lindberg & Ripple in West Hartford, CT and has over 24 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | May 2024 - Current | < 1 |
| Lri Investments, LLC | West Hartford, CT | May 2024 - Current | < 1 |
| Virtus Investment Partners | Hartford, CT | Dec 2011 - May 2024 | 12 |
| Vp Distributors LLC | Hartford, CT | Dec 2011 - May 2024 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
- CT
-
Total Assets Under Management933MILLIONS
-
Total Number of Accounts1,050ACCOUNTS
-
Average Account Value$888,491
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, MA, NC, NH, NY, PA, RI, SC, TX
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