Erik Preus is a CFA-designated registered investment advisor at Envestnet Retirement Solutions, LLC, based in Maple Grove, MN, with 6 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 4,876 clients with $16B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Maple Grove, MN
Get directionsHistory
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 →Employment History
Current Registrations
Envestnet Retirement Solutions, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Dain Rauscher INC.
State Registrations2 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.
Exams
More Advisors
- Zachary Augustyn, ChFCState Farm Investment Management CORP.
- Matthew Borchert, CFPAmeriprise Financial Services, LLC
- Anna Carlson, CFPLPL Financial LLC
- Daniel Hiebert, CFPOak Financial Planning and Coaching, LLC
- Julia Jerome, CFP
- Alexander Braun, CFAFpnavigators