Erisa Plan Services Inc.

Erisa Plan Services Inc. (CRD# 108533) is a financial advisory firm headquartered in Anderson, SC. They manage $35,494,168 in 176 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $201,671
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Erisa Plan Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael M. Cruce
CRD#: 2431696
Anderson, SC
101
Wealthminder
score

Michael Cruce (CRD# 2431696) is an Investment Advisor Representative working at Erisa Plan Services Inc. in Anderson, SC and has over 23 years of experience in the finance industry. Michael Cruce 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.

2
Jonathan O. Cruce
CRD#: 6124722
Fountain Inn, SC
90
Wealthminder
score

Jonathan Cruce (CRD# 6124722) is an Investment Advisor Representative working at Erisa Plan Services Inc. in Fountain Inn, SC and has 1 year of experience in the finance industry. Jonathan Cruce 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.

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