Eugene Demmler
Eugene Demmler is a registered investment advisor at E. Demmler and Associates, based in Castro Valley, CA, with 33 years of industry experience. Eugene 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, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan - Includes cash flow/net worth, insurance analysis, education planning, portfolio analysis, retirement planning, tax planning strategies, and estate planning.
- Modular planning - Advice and analysis on a focused goal or client objective, such as cash flow, retirement, insurance, inheritance, or career changes.
Location
20284 Redwood Rd, Castro Valley, CA, 94546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eugene operates E. Demmler & Associates as a DBA for his LPL business since 2013, dedicating about 10% of his time. He also provides financial planning and consulting services through E. Demmler & Associates as a Registered Investment Advisor, spending a few hours per week on this activity.
Employment History
Current Registrations
E. Demmler and Associates
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 states
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