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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 Robert Laumann is a financial advisor with The Caprock Group, LLC. Eric Robert Laumann has been in the industry since 2008 and is registered with the state of Illinois as an Investment Advisor Representative (IAR). Eric Robert Laumann is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Eric Robert Laumann specializes in providing wealth management and consulting services to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Eric Robert Laumann has experience in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals. Eric Robert Laumann has over 386 clients and over $9.3 Billion in regulatory assets under management.
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.
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.
Wealth management & consulting
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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IL
04/22/2024 - Present
THE Caprock Group, LLC (Chicago IL)
IL
03/07/2011 - 12/20/2017
SPOT TRADING L.L.C. (CHICAGO IL)
IA
Issued 02/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 03/08/2011
Series 44 - PCX Market Maker Exam
Active
Inactive
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