Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Thomas Grauer is a financial advisor with Creative Planning, LLC. Eric has been in the industry for over 8 years, and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Eric is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Eric specializes in providing financial planning services, portfolio management, and retirement planning. He is committed to helping clients reach their financial goals.
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.
1
2
KS
10/04/2021 - Present
Creative Planning (OVERLAND PARK KS)
IL
11/21/2019 - 10/19/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAK BROOK IL)
IL
05/29/2019 - 11/25/2019
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
07/16/2015 - 05/30/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
BOTH
Issued 07/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Grauer is the right advisor for you? Invested Better is here to help.
