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Erik Alan Eklof

Retirement Planners OF America

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About Erik Alan Eklof

Erik Eklof is a financial advisor registered with the state of Texas. Erik is affiliated with Retirement Planners Of America. Erik has over 15 years of experience in the financial industry. Erik's professional experience includes positions at USAA Financial Advisors, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and Fidelity Brokerage Services LLC. Retirement Planners Of America provides financial planning and portfolio management services to individuals and families. The firm manages over $3.5 Billion in assets.

Firm Information

Erik Eklof is currently registered with Retirement Planners OF America. Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.
Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

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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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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Erik Eklof’s Registration & Firm History

TX

01/29/2024 - Present

Retirement Planners OF America (PLANO TX)

TX

05/10/2018 - 09/30/2019

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

10/01/2012 - 06/03/2014

J.P. MORGAN SECURITIES LLC (DALLAS TX)

TX

07/11/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (GARLAND TX)

RI

07/18/2000 - 11/03/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 09/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik Alan Eklof.
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