EB
EB

Eric Bilger

33 Years of Experience
Westbury, NY
1 DisclosureBrokerSells Insurance

Eric Bilger is a registered investment advisor at Thrivent Investment Management INC., based in Westbury, NY, with 33 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

Loading...

Location

1400 Old Country Rd, Ste 413, Westbury, NY, 11590

Get directions

History

Regulatory History (1)
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
October 2010
Denied
Other Business ActivitiesSells Insurance

Eric receives residuals from fixed annuity contracts, though he is no longer making new sales. He also owns a rental property, Villa Viento, and serves as a board member for Southern Cross Service Dogs, a charity focused on training service dogs for veterans, dedicating minimal time to each activity.

Employment History
Current Registrations
Thrivent Investment Management INC.
January 2005 - Present · 21 yrs 4 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
May 1992 - July 2002 · 10 yrs 2 mos
State Registrations34 states
AZCACOCTDEFLGAIDILMAMDMEMNMOMSNCNDNHNJNVNYOHOKORPARISCSDTNTXVAVTWAWI
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.