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Eric Allen Sigdestad

Simplifi, Inc.

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About Eric Allen Sigdestad

Eric Sigdestad is a financial advisor working at Simplifi, Inc. in San Diego, California. Eric is a Certified Financial Planner and provides financial planning and portfolio management for individuals and high-net-worth clients. Eric has been working in the financial services industry since 2002 and has previously worked at firms such as PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL CORPORATION, and FINANCIAL NETWORK INVESTMENT CORPORATION.

Firm Information

Eric Sigdestad is currently registered with Simplifi, Inc.. Simplifi, Inc. is a registered investment advisor located in San Diego, California. They manage over $240 million in assets for 557 clients. Their services include financial planning and portfolio management for individuals. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Simplifi, Inc.

9666 BUSINESSPARK AVE

SAN DIEGO, CA 92131

$240.18M

Assets Under Management

Not reported

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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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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Eric Sigdestad’s Registration & Firm History

CA

02/03/2011 - Present

Simplifi, Inc. (SAN DIEGO CA)

CA

09/21/2010 - 10/31/2013

PURSHE KAPLAN STERLING INVESTMENTS (SAN DIEGO CA)

CA

01/03/2007 - 09/09/2010

LPL FINANCIAL CORPORATION (SAN DIEGO CA)

CA

05/19/2005 - 12/31/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (SAN DIEGO CA)

NE

03/12/2003 - 05/10/2005

SECURITIES AMERICA, INC. (LAVISTA NE)

CA

02/06/2002 - 03/04/2003

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MN

01/27/1999 - 02/14/2002

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

IA

Issued 11/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Allen Sigdestad.
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