Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Kalmikoff

Confidence Wealth Management, LLC

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 Kalmikoff

Eric Kalmikoff is a registered investment advisor representative with Confidence Wealth Management, LLC, located in Henderson, NV. Eric has been in the industry since 2012 and holds the Series 65 exam. Eric offers financial planning, portfolio management for individuals, and pension consulting services.

Firm Information

Eric Kalmikoff is currently registered with Confidence Wealth Management, LLC. Confidence Wealth Management, LLC is an investment advisor registered with the SEC and located in Henderson, NV. The firm manages approximately $267 million in assets for individuals and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Confidence Wealth Management, LLC

170 S GREEN VALLEY PKWY

HENDERSON, NV 89012

$267.13M

Assets Under Management

Not reported

Total Clients

14

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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

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 Kalmikoff’s Registration & Firm History

NV

11/12/2024 - Present

Confidence Wealth Management, LLC (HENDERSON NV)

Not sure if Eric Kalmikoff is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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