EH
CFP · PFS
EH
CFP · PFS

Eric Hedberg

11 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Eric Hedberg is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 11 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

901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402

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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.

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Other Business ActivitiesSells Insurance

Eric is an advisory representative at Advisornet Financial Inc and part owner and COO of Box Financial Advisors, dedicating full-time hours to each. He also operates Hedberg Financial Consulting as a DBA for tax purposes and sells fixed insurance products, including life, disability, fixed annuities, and long-term care.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Advisornet Wealth Partners
February 2019 - Present · 7 yrs 3 mos
Cetera Wealth Services, LLC
July 2014 - Present · 11 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2014 - June 2023 · 8 yrs 10 mos
State Registrations21 states
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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.