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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Erpelding is a financial advisor who has been in the industry since 2001. Jeffrey has a wide range of experience in the financial industry and is registered with LPL Financial LLC. Jeffrey has a number of designations, including Personal Financial Specialist and Chartered Financial Analyst. Jeffrey provides financial planning services to clients in various locations including Golden Valley, MN, Bloomington, MN, Burnsville, MN, Brooklyn Park, MN, and others. Jeffrey has a strong track record of helping clients reach their financial goals.
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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MN
03/04/2015 - Present
LPL Financial LLC (GOLDEN VALLEY MN)
MN
07/30/2004 - 12/09/2010
PROEQUITIES, INC. (EDINA MN)
IA
02/20/2003 - 08/06/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
WI
12/19/2001 - 02/10/2003
SII INVESTMENTS, INC. (APPLETON WI)
GA
03/30/2001 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 04/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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