Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Felth is an investment advisor representative and insurance agent with over 20 years of experience in the financial industry. Eric has been registered with State Farm Investment Management Corp. since August 2018. He holds a Series 6, Series 63 and Series 65 license, and is also registered with the state of Wisconsin. Eric specializes in providing investment and insurance advice to individuals and investment companies. He is a member of the Faith Community Church board and is also the owner of Eric Felth's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WI
10/29/2018 - Present
State Farm Investment Management Corp. (Jefferson WI)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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