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ChFC
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ChFC

Eric Schindler

Momentum Independent Network INC.
39 Years of Experience
Eagle, ID
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Eric Schindler is a ChFC-designated registered investment advisor at Momentum Independent Network INC., based in Eagle, ID, with 39 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1119 E State St., Suite 100, Eagle, ID, 83616

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2000
Settled
Customer Dispute
March 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is involved in several business activities, including real estate rentals, serving as a business owner for tax/investment purposes, and authoring a book. He also dedicates a few hours per week to fixed insurance sales and minimal time to mortgage/real estate services.

Employment History
Current Registrations
Momentum Independent Network INC.Broker
September 2025 - Present · 1 yr 1 mo
Momentum Independent Network INC.
September 2025 - Present · 1 yr 1 mo
Previous Registrations
LPL Financial LLCBroker
April 2016 - September 2025 · 9 yrs 5 mos
LPL Financial LLC
April 2016 - September 2025 · 9 yrs 5 mos
Cetera Advisors LLC
February 2012 - April 2016 · 4 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - April 2016 · 4 yrs 2 mos
Pacific West Financial Consultants INC
June 2005 - February 2012 · 6 yrs 8 mos
Pacific West Securities, INC.Broker
June 2005 - February 2012 · 6 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2000 - June 2005 · 5 yrs 1 mo
National Planning CorporationBroker
May 2000 - June 2005 · 5 yrs 1 mo
Sentra Securities CorporationBroker
November 1998 - May 2000 · 1 yr 6 mos
United Pacific Securities, INC.Broker
March 1995 - November 1998 · 3 yrs 8 mos
Locust Street Securities, INC.Broker
December 1986 - March 1995 · 8 yrs 3 mos
State Registrations2 states
CAID
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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