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Erik Kenneth Steudle

Good Life Advisors, LLC

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About Erik Kenneth Steudle

Erik Steudle is a financial advisor with Good Life Advisors, LLC. Erik has been in the financial services industry since 2008 and holds Series 6, 7, 63, and 65 licenses. Erik works with individuals, corporations, and charitable organizations. Erik specializes in financial planning, investment advisory services, and retirement planning.

Firm Information

Erik Steudle is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Planning subscription fee

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Erik Steudle’s Registration & Firm History

PA

06/17/2020 - Present

Good Life Advisors, LLC (READING PA)

VA

06/08/2017 - 06/17/2020

AMERIPRISE FINANCIAL SERVICES, LLC (WOODBRIDGE VA)

VA

04/27/2017 - 06/01/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)

VA

03/04/2013 - 06/20/2016

SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)

VA

06/04/2008 - 02/12/2013

WELLS FARGO ADVISORS, LLC (SPRINGFIELD VA)

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Licenses & Designations

IA

Issued 06/27/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Kenneth Steudle.
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