TrueAdvisor
TrueAdvisor
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Erik Alan Eklof

Retirement Planners of America
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Retirement Planners of America
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

2820 Dallas Parkway, Plano, TX, 75093

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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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Employment History
Current Registrations
Retirement Planners of America
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Mcgowan Group Asset Management, INC.
June 2021 - March 2022 · 9 mos
USAA Investment Management Company
September 2018 - September 2019 · 1 yr
USAA Financial Advisors, INC.Broker
May 2018 - September 2019 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Fidelity Brokerage Services LLCBroker
July 2000 - November 2004 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.