EH
EH

Eric Hemingway

27 Years of Experience
St. Louis Park, MN
2 DisclosuresBrokerSells Insurance

Eric Hemingway is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in St. Louis Park, MN, with 27 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
533 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K

United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.

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Location

600 Highway 169 S, Ste 1500, St. Louis Park, MN, 55426

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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.
Regulatory
June 2012
Final
Employment Separation After Allegations
April 2010
Other Business ActivitiesSells Insurance

Eric is a managing partner and founder of Hemingway Wealth Management, operating under that name for marketing purposes and as an insurance agent. He is also the president of Chiswick Lane, Inc., leasing office space and providing consulting services, and volunteers as a board member.

Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
Monticello Investment Services, INC.
January 2014 - September 2015 · 1 yr 8 mos
Midamerica Financial Services, INC.Broker
January 2011 - September 2015 · 4 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 2001 - April 2010 · 9 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
March 2001 - January 2002 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
June 1998 - February 2001 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 1998 - February 2001 · 2 yrs 9 mos
State Registrations28 states
AKALARAZCACOCTFLGAIAILKSMAMDMNMONCNDNJNMNVNYORSCSDVAWAWI
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.
Eric Hemingway - Financial Advisor | TrueAdvisor