Unclaimed
Erica Garnhart is a financial advisor who has been in the industry since 2009. Erica is a CERTIFIED FINANCIAL PLANNER™ professional who currently works with Wealth Enhancement Advisory Services, LLC. Erica has a broad range of experience having worked previously with Northwestern Mutual Investment Services, LLC, U.S. BANCORP INVESTMENTS, INC., and RBC CAPITAL MARKETS, LLC. Erica is registered with the state of Minnesota, and Wisconsin and offers a variety of financial planning services, including investment management and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/21/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
02/23/2022 - 07/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mahtomedi MN)
MN
10/24/2019 - 01/21/2022
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
11/09/2011 - 08/29/2019
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
05/08/2008 - 04/21/2011
RBC CAPITAL MARKETS, LLC (STILLWATER MN)
BOTH
Issued 05/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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