EG
CFP
EG
CFP

Eric Gurholt

17 Years of Experience
Fond Du Lac, WI
Broker

Eric Gurholt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fond Du Lac, WI, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

37 North Pioneer Rd, Fond Du Lac, WI, 54935

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is a partner at Huberty & Associates S.C. (dba Vesta), a public accounting firm and also a part owner of Vesta, a financial services company, dedicating full-time hours to these roles. He also holds various positions including treasurer of Cops for Kids Foundation, partner in Huberty Holdings LLC (real estate), owner of Strategic Investments, Inc. (expense management), board member of Southhills Golf and Country Club Inc., and president of Moraine Park Technical College Foundation Inc., each requiring minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2008 - Present · 17 yrs 5 mos
Cetera Financial Specialists LLC
October 2008 - Present · 17 yrs 6 mos
Cetera Financial Specialists LLCBroker
October 2008 - Present · 17 yrs 6 mos
State Registrations7 states
COFLILMINCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.