Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Trousil is a financial advisor with Johnson Wealth Inc. in Green Bay, Wisconsin. Eric has been a registered investment advisor for over 10 years and holds the Series 66 and Series 7 licenses. Eric is a Chartered Financial Analyst and provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Eric specializes in working with individuals and businesses in Green Bay and the surrounding areas.
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.
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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WI
05/08/2019 - Present
Johnson Wealth Inc. (GREEN BAY WI)
WI
12/18/2006 - 02/26/2007
J.P. MORGAN SECURITIES INC. (APPLETON WI)
BOTH
Issued 01/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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