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Eric Albert Imbuelten

A.e.i. Financial Group

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About Eric Albert Imbuelten

Eric Imbuelten is an investment advisor representative with A.e.i. Financial Group. Eric has been in the industry since November 2006. Eric is licensed in California. Eric's firm, A.e.i. Financial Group, has offices in Santa Rosa, Novato and Petaluma, California. The firm primarily serves individuals other than high net worth individuals. The firm has a total of 16 clients. Eric has passed the Series 65 Uniform Investment Adviser Law Examination. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets. The firm also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Eric Imbuelten is currently registered with A.e.i. Financial Group. A.e.i. Financial Group is a registered investment advisor with 1 licensed agent and 1 registered representative. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals. They have 16 total accounts with $1,025,576 in regulatory assets under management.

$1.03M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Eric Imbuelten’s Registration & Firm History

CA

01/01/2025 - Present

A.e.i. Financial Group (SANTA ROSA CA)

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Licenses & Designations

IA

Issued 08/08/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Albert Imbuelten.
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