linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Andrew Stjernstrom

Assetmark, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Andrew Stjernstrom

Eric Stjernstrom is a financial advisor currently registered with Assetmark, Inc. Eric has been in the industry since November 2009. Eric has passed the Series 66, Series 7 and SIE exams. Eric has worked with various financial firms such as Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Eric is a registered Investment Advisor in the state of Arizona. Eric specializes in providing financial advice for individuals, investment companies, and pension plans.

Firm Information

Eric Stjernstrom is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Stjernstrom’s Registration & Firm History

CA

07/15/2020 - Present

Assetmark, Inc. (CONCORD CA)

AZ

08/25/2017 - 06/27/2019

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

04/21/2011 - 04/05/2017

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

AZ

12/14/2007 - 10/14/2010

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

Not sure if Eric Andrew Stjernstrom is right for you?

Licenses & Designations

BOTH

Issued 01/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Andrew Stjernstrom.
Not sure if Eric Andrew Stjernstrom is right for you?