Eric Demmon, financial advisor Germantown WI

Eric Demmon

CRD Number: 4554472
Current Firm: Lpl Financial LLC

Eric Demmon (CRD# 4554472) is an Investment Advisor Representative working at Lpl Financial LLC in Germantown, WI and has over 21 years of experience in the finance industry. Eric Demmon 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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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Germantown, WI Mar 2021 - Current 3
Bmo Harris Financial Advisors, Inc. Germantown, WI Aug 2012 - Current 11
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Current 12
M&i Brokerage Services, Inc. Germantown, WI May 2005 - Current 18
M&i Insurance Services Milwaukee, WI May 2005 - Current 18
M&i Trust Company Milwaukee, WI May 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Eric J. Demmon
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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