Samuel Erickson (CRD# 7697954) is an Investment Advisor Representative working at Eagle Strategies LLC in De Pere, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Green Bay, WI | Nov 2023 - Current | < 1 |
| Nylife Securities LLC | Appleton, WI | Jul 2023 - Current | 1 |
| Action Financial Strategies, LLC | Green Bay, WI | Feb 2023 - Current | 1 |
| Freedom Area School District | Freedom, WI | Sep 2022 - Feb 2023 | < 1 |
| Newport Group, Inc. | La Crosse, WI | May 2022 - Sep 2022 | < 1 |
| Altra Credit Union | La Crosse, WI | Dec 2020 - May 2022 | 1 |
| University Of Wisconsin - La Crosse | La Crosse, WI | Sep 2017 - May 2022 | 4 |
| Boys And Girls Club | West Salem, WI | Oct 2019 - Jan 2020 | < 1 |
| Fox Electric, LLC | Freedom, WI | May 2019 - Aug 2019 | < 1 |
| Culver's | Onalaska, WI | Sep 2018 - May 2019 | < 1 |
| Jdc Poured Walls | Freedom, WI | May 2017 - Aug 2017 | < 1 |
| Freedom High School | Freedom, WI | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- WI
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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