Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Edward Wegner is a financial professional with over 20 years of experience in the securities industry. Eric is currently registered with Cambridge Investment Research Advisors, Inc. in Wisconsin. He has previously held positions at Sigma Financial Corporation, QA3 Financial Corp., Sammons Securities Company, LLC, FFP Securities, Inc., and Allstate Financial Services, LLC. Eric holds licenses in Series 6, 7, 63, and 65 and the SIE Exam.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
10/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Delafield WI)
MN
02/11/2011 - 07/02/2013
SIGMA FINANCIAL CORPORATION (MINNEAPOLIS MN)
MN
01/08/2009 - 02/11/2011
QA3 FINANCIAL CORP. (BURNSVILLE MN)
MN
12/04/2002 - 12/31/2008
SAMMONS SECURITIES COMPANY, LLC (BURNSVILLE MN)
MO
10/09/2000 - 12/04/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
NE
01/12/2000 - 10/09/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Wegner is the right advisor for you? Invested Better is here to help.
