Eric Wenkus
Eric Wenkus is a registered investment advisor at UBS Financial Services INC., based in Wayzata, MN, with 23 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
681 East Lake St., Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2007Other Business Activities
Eric works at a golf retail store to earn extra money for student loans, dedicating a few hours per week. He also works as an assistant hockey coach and coordinator for other hockey organizations, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations33 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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