Eric Amundson is a registered investment advisor, based in Chesterfield, MO, with 23 years of industry experience.
Location
Chesterfield, MO
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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 ActivitiesSells Insurance
Eric is a general insurance agent through Eric K. Amundson Agency since 1995, and also sells fixed life insurance, fixed annuities, disability, and health insurance, dedicating a few hours per week. He is also a partner at Adaptive Wealth Management, LLC, a state-registered investment advisor, taking about two-thirds of his time.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Adaptive Wealth Management, LLC
Previous Registrations
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Citadel Investment Services, INC.Broker
State Registrations11 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.