Erts Wealth Advisors, LLC

Erts Wealth Advisors, LLC (CRD# 289856) is a financial advisory firm headquartered in Marquette, MI. They manage $566,750,000 in 2,581 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
989 West Washington Street, Suite 101, Marquette, MI 49855
http://baroberts.com
By the Numbers
  • Total Assets Under Management
    567
    MILLION
  • Total Number of Accounts
    2,581
    ACCOUNTS
  • Average Account Value
    $219,585
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MI, MN, TX, VA, WI

Financial Advisors at Erts Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jon Mommaerts, financial advisor Marquette MI
Jon C. Mommaerts
CRD#: 2450742
989 West Washington Street, Suite 101, Marquette, MI 49855

Jon Mommaerts (CRD# 2450742) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 30 years of experience in the finance industry.

2
Bruce Roberts, financial advisor Marquette MI
Bruce A. Roberts
CRD#: 2345101
989 West Washington Street, Suite 101, Marquette, MI 49855

Bruce Roberts (CRD# 2345101) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 30 years of experience in the finance industry.

3
Jessica Kinonen, financial advisor Marquette MI
Jessica F. Kinonen
CRD#: 6083485
989 West Washington Street, Suite 101, Marquette, MI 49855

Jessica Kinonen (CRD# 6083485) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has 1 year of experience in the finance industry.

4
Jason Rolling, financial advisor Marquette MI
Jason J. Rolling
CRD#: 6008861
989 West Washington Street, Suite 101, Marquette, MI 49855

Jason Rolling (CRD# 6008861) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 10 years of experience in the finance industry.

5
Allen Van De Kreeke, financial advisor Marquette MI
Allen Van De Kreeke
CRD#: 7843522
989 West Washington Street, Suite 101, Marquette, MI 49855

Allen Van De Kreeke (CRD# 7843522) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has 1 year of experience in the finance industry.

6
Haley Wainio, financial advisor Marquette MI
Haley R. Wainio
CRD#: 6716565
989 West Washington Street, Suite 101, Marquette, MI 49855

Haley Wainio (CRD# 6716565) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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