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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 Morken is an investment advisor representative with Osaic Wealth, Inc. Eric has been in the industry since August 10, 2014, and has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Eric holds Series 6, 7, 63, and 65 licenses. Eric is registered with the state of Minnesota as both a broker-dealer and an investment advisor. Eric also holds registration with the state of Texas as a broker-dealer and Wisconsin as both a broker-dealer and an investment advisor.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (LA CRESCENT MN)
MN
12/11/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LA CRESCENT MN)
WI
08/11/2014 - 12/11/2020
EQUITABLE ADVISORS, LLC (ONALASKA WI)
IA
Issued 12/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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