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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Wiese is a financial advisor associated with LPL Financial LLC. Erik holds a Series 63 license and is registered in Nebraska, Iowa, Indiana, and South Carolina. Erik is also a licensed Investment Advisor Representative. Erik has experience in various financial services roles, including positions at Walmart and Cobalt Credit Union. Erik's previous roles have allowed Erik to gain valuable experience in the financial services industry. Erik is also affiliated with Cobalt Wealth Management, a DBA for Erik's LPL Financial LLC business, and Cobalt Credit Union.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NE
10/28/2022 - Present
LPL Financial LLC (PAPILLION NE)
IA
Issued 10/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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