Eric Kuitu (CRD# 2705273) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 25 years of experience in the finance industry. Eric Kuitu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cannaday Bloom Wealth And Insurance Solutions | Lake Elmo, MN | Jul 2023 - Current | < 1 |
| Kuitu Financial Services, Inc. | Lake Elmo, MN | Oct 2018 - Current | 5 |
| Principal Life Insurance Company | Lake Elmo, MN | Oct 2018 - Current | 5 |
| Principal Securities Inc. | Lake Elmo, MN | Oct 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Oct 2018 | 5 |
| Advisornet Wealth Management | Minneapolis, MN | Oct 2012 - Oct 2018 | 6 |
| Eric Kuitu Financial Services | White Bear Lake, MN | Nov 2008 - Oct 2018 | 9 |
| Kuitu Properties, LLC | White Bear Lake, MN | Mar 2006 - Oct 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
- MN
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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