Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Preston Barker is a financial advisor with Jacobson & Schmitt Advisors, LLC. Erik has been in the financial industry since 2018 and holds a Series 65 license. Erik earned the Certified Financial Planner (CFP) designation. Erik works with individuals, high net worth individuals, pension and profit-sharing plans, corporations or other businesses and charitable organizations. The services Erik provides include financial planning and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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WI
05/23/2023 - Present
Jacobson & Schmitt Advisors, LLC (MIDDLETON WI)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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