Eric Gustafson
Eric Gustafson is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13120 Pierce Street, Suite 200, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric serves on the Stewardship committee at Christ Community Church, providing financial recommendations to the elders board, dedicating a few hours per week. He is also a co-trustee on his grandfather's trust, ensuring the trust is followed and assisting with distributions, which requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations30 states
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