Eric Kaleta is a registered investment advisor at Lri Investments, based in West Hartford, CT, with 26 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.
Fee Estimator
Location
29 South Main Street, Suite 311, West Hartford, CT, 06107
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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
Eric is a registered representative with M Holdings Securities - Lindberg & Ripple, acting as an advisor for retirement plans since May 2024. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Vp Distributors LLCBroker
Virtus Investment Advisers, INC.
LPL Financial LLC
LPL Financial LLCBroker
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Hartford Equity Sales Company INC.Broker
Cigna Financial Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations6 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
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