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Erik Robert Flegal

Imprint Wealth LLC

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About Erik Robert Flegal

Erik Flegal is a financial advisor with Imprint Wealth LLC, a firm based in Mount Pleasant, SC. Erik has been in the financial services industry for over 15 years. He has a broad range of experience in investment management, financial planning, and insurance sales. Erik is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Erik Flegal is currently registered with Imprint Wealth LLC. Imprint Wealth LLC is a registered investment advisor located in Mount Pleasant, SC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Imprint Wealth manages approximately $709 million in assets for 2,142 clients, including high-net-worth individuals, corporations, and charitable organizations.
Imprint Wealth LLC

75 PORT CITY LANDING

MOUNT PLEASANT, SC 29464

$709.09M

Assets Under Management

15

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Erik Flegal’s Registration & Firm History

SC

04/09/2024 - Present

Imprint Wealth LLC (Mount Pleasant SC)

SC

11/30/2016 - 01/09/2019

WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)

CA

06/01/2009 - 12/01/2016

MORGAN STANLEY (BEVERLY HILLS CA)

NY

11/18/2003 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/04/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2009

Series 3 - National Commodity Futures Examination

BC

Issued 11/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Erik Robert Flegal. Review regulatory record here.
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