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Eric William Marquardt

Rossjohnson & Associates, LLC

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About Eric William Marquardt

Eric Marquardt is a financial advisor at Rossjohnson & Associates, LLC, a Registered Investment Advisor firm located in Plymouth, MN. Eric has over 20 years of experience in the financial services industry. He specializes in providing financial planning and investment management services to individuals and families. Eric is committed to helping his clients achieve their financial goals.

Firm Information

Eric Marquardt is currently registered with Rossjohnson & Associates, LLC. Rossjohnson & Associates, LLC is an investment advisory firm located in Plymouth, MN. They have 5 licensed agents and 5 investment adviser representatives, and manage approximately $170.4 million in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals and pension and profit-sharing plans.
Rossjohnson & Associates, LLC

3380 ANNAPOLIS LANE

PLYMOUTH, MN 55447

$170.42M

Assets Under Management

32

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Marquardt’s Registration & Firm History

MN

12/06/2022 - Present

Rossjohnson & Associates, LLC (PLYMOUTH MN)

MN

09/08/2000 - 07/03/2019

FARMERS FINANCIAL SOLUTIONS, LLC (PLYMOUTH MN)

IL

08/11/2000 - 09/08/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

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Licenses & Designations

IA

Issued 09/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric William Marquardt.
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