Eric Kaleta is a registered investment advisor at Lri Investments, based in West Hartford, CT, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
29 South Main Street, Suite 311, West Hartford, CT, 06107
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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.
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Eric is a registered representative with M Holdings Securities - Lindberg & Ripple, acting as an advisor for retirement plans since May 2024. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
Vp Distributors LLCBroker
Virtus Investment Advisers, INC.
LPL Financial LLC
LPL Financial LLCBroker
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Hartford Equity Sales Company INC.Broker
Cigna Financial Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations6 states
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.