EK
EK

Eric Kallal

13 Years of Experience
Bloomington, MN
BrokerSells Insurance

Eric Kallal is a registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, MN, with 13 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
Loading...

Location

4200 W Old Shakopee Rd Ste 245, Bloomington, MN, 55437

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Eric works as a financial advisor at Advisornet Financial and DBA Executive Financial Services, Inc. (EFSI), and is an advisory representative for Advisornet Financial Inc, DBA Advisornet Wealth Partners. Eric also sells life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Advisornet Wealth Partners
March 2019 - Present · 7 yrs 2 mos
Cetera Wealth Services, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2016 - June 2023 · 7 yrs 3 mos
Kalos Capital, INC.Broker
November 2014 - March 2016 · 1 yr 4 mos
Kalos Management
November 2014 - March 2016 · 1 yr 4 mos
Berthel Fisher & Company Financial Services, INC.
January 2014 - November 2014 · 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2013 - November 2014 · 1 yr 10 mos
State Registrations11 states
AZCACOFLIAMIMNMOTXWAWI
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.