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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Pelnar is a financial advisor with Osaic Wealth, Inc. based in GREEN BAY, WI. Eric has been in the financial industry for over 24 years, providing financial planning, investment advice, and pension consulting to a wide range of clients, including individuals, families, businesses, and charitable organizations. Eric is a Certified Financial Planner (CFP) and holds both a Series 7 and Series 63 license. He is also registered with the state of Wisconsin, among others.
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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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
10/31/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
03/05/2008 - 11/01/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
11/12/2007 - 02/19/2008
COMMONWEALTH FINANCIAL NETWORK (GREEN BAY WI)
WI
06/29/1999 - 10/02/2007
SECURIAN FINANCIAL SERVICES, INC. (BROOKFIELD WI)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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