Eric Davidge
Eric Davidge is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Baxter, MN, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
14275 Golf Course Drive, Suite 100, Pob 2946, Baxter, MN, 56425
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1999Other Business Activities
Eric is a board member for Brainard Sports Boosters and Brainerd Amateur Sports Foundation, and also serves as Board Treasurer for Lord of Life Lutheran Church. He owns rental property and is an at-large board member for The Woods Home Owners Association, dedicating minimal time to each activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations33 states
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.