Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Allen Obergfell is a financial advisor with over 16 years of experience in the industry. Eric is currently registered with Wellth Advisory Services, LLC. He is also a Certified Financial Planner. Eric has previously worked with other financial firms including LPL Financial LLC, Principal Securities, Inc. and J.P. Morgan Institutional Investments Inc. Eric's background includes experience in portfolio management for individuals, businesses and pensions. He also provides financial planning services to his clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
08/15/2024 - Present
Wellth Advisory Services, LLC (Urbandale IA)
IA
08/22/2016 - 09/26/2019
LPL FINANCIAL LLC (URBANDALE IA)
CO
03/26/2012 - 07/21/2016
PRINCIPAL SECURITIES, INC. (DENVER CO)
CO
12/13/2010 - 03/19/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
05/25/2005 - 12/02/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)
BOTH
Issued 06/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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