Eric Friedland, financial advisor Green Bay WI

Eric Friedland

CRD Number: 7128990
Current Firm: Edward Jones

Eric Friedland (CRD# 7128990) is an Investment Advisor Representative working at Edward Jones in Green Bay, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Jason Mc Glone, financial advisor Green Bay WI
Jason A. Mc Glone
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
Similar Advisors
Steven Adamski, financial advisor Green Bay WI
Steven Q. Adamski
CRD# 4323474
Lpl Financial LLC
Similar Advisors
Rebecca Agamaite, financial advisor Green Bay WI
Rebecca L. Agamaite
CRD# 4997609
Advisors Management Group Inc.
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 3
Unemployed De Pere, WI Feb 2019 - Jun 2019 < 1
Associated Bank Green Bay, WI Sep 2018 - Feb 2019 < 1
Associated Bank Green Bay, WI May 2015 - Sep 2018 3
Associated Bank Green Bay, WI Aug 2014 - Apr 2015 < 1
Associated Bank Green Bay, WI Jun 2013 - Aug 2014 1
Associated Bank Green Bay, WI Jun 2012 - Jun 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Eric M. Friedland
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.