Eric Staab
Eric Staab is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Eagle, ID, with 14 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
150 W State St, Eagle, ID, 83616
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2019Employment Separation After Allegations
May 2015Other Business Activities
Eric is associated with KEM Ventures, a construction consulting firm, as an authorized user on checking and credit accounts. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
State Registrations29 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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