Unclaimed
Eric Raasch is an investment advisor representative with Ameritas Advisory Services, LLC, a registered investment advisor firm. Eric has been in the financial services industry since 1989. Eric has Series 6, 7, 63, and 65 licenses. Eric is registered with the states of Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, and South Dakota. Eric is a partner with RK Wealth Management, LLC and an agent with Midwest Financial Solutions, LLC, Eric provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and retirement plans.
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.
Solicitor fees
1
2
IA
11/15/2024 - Present
Ameritas Advisory Services, LLC (W DES MOINES IA)
IN
03/08/1989 - 06/21/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/08/1989 - 06/21/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 02/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Raasch is the right advisor for you? Invested Better is here to help.