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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 Kohlmeister is a financial advisor with Buckingham Strategic Partners, LLC. Eric has been a registered representative for over 20 years and has experience in the financial services industry. Eric has a strong background in investment advisory and financial planning services. Eric is committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
04/26/2017 - 10/29/2018
LORING WARD SECURITIES INC. (SAN JOSE CA)
CA
02/09/2015 - 04/20/2017
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
10/31/2012 - 02/10/2015
LORING WARD SECURITIES INC. (San Jose CA)
CA
07/30/2012 - 10/01/2012
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
07/01/2011 - 07/27/2012
LORING WARD SECURITIES INC. (SAN JOSE CA)
CA
10/24/2003 - 11/03/2010
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
03/05/1998 - 10/07/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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