Eric Evenstad
Eric Evenstad is a registered investment advisor at Cetera Investment Advisers LLC, based in Westby, WI, with 6 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
Firm Size
IM Fee
Assets Under Management
Location
114 S. Main St, Westby, WI, 54667
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Regulatory History
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 owns rental property, Evenstad Tax & Financial Services, and is a trustee/beneficiary of a family trust. He also serves on the Westby Area School Board, is an assistant robotics coach, and is a life insurance agent for Gerber, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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