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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 Traczyk is a financial advisor registered with Edelman Financial Engines. Eric Traczyk is registered as an Investment Advisor Representative. Eric has been in the financial services industry for over a decade. Eric has a Series 27 and Series 65 license. Eric is currently located in Overland Park, Kansas, and has been with Edelman Financial Engines since January 2016. Eric has experience working in financial services at Kansas City Life Insurance Company, Sunset Financial Services, Inc., Financial Engines Advisors, L.L.C., and Financial Engines Advisors L.L.C. Eric Traczyk works with various clients, including Individuals, High-Net-Worth Individuals, Pension and Profit-Sharing Plans, Corporations or Other Businesses, and Charitable Organizations.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
01/03/2017 - Present
Edelman Financial Engines (OVERLAND PARK KS)
MO
08/02/2010 - 12/31/2015
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 01/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2010
Series 27 - Financial and Operations Principal Examination
Active
Inactive
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