Erik Robert Flegal

Imprint Wealth LLC

21 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Imprint Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

64 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$107.2M

Fee Structure

Location

357 N. Shelmore Blvd, Suite 2B, Mount Pleasant, SC, 29464

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History

Regulatory History (1)

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Employment Separation After Allegations

January 2019

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Other Business ActivitiesSells Insurance

Erik owns Red Carpet Charleston LLC since 2019, spending a few hours per week on this non-investment related activity. Erik also dedicates about 10% of his time to insurance sales.

Employment History

Current Registrations

Imprint Wealth LLC

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Eudaimonia Partners, LLC

February 2019 - September 2022 · 3 yrs 7 mos

Morgan StanleyBroker

June 2009 - December 2016 · 7 yrs 6 mos

Citigroup Global Markets INC.Broker

November 2003 - June 2009 · 5 yrs 7 mos

State Registrations2 states

SCTX

Advisor

Exams

No exam information available for this advisor.