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).
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Total Assets Under Management567MILLION
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Total Number of Accounts2,581ACCOUNTS
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Average Account Value$219,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, LA, MI, MN, TX, VA, WI
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.
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.
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.
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.
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.
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.