EA
EA

Erik Tomas Anhaus

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K
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Location

Mableton, GA

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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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Other Business ActivitiesSells Insurance

Erik is a financial advisor at Beam Wealth Advisors, Inc., dedicating full-time hours to investment management, securities trading, and financial planning. He is also an insurance agent selling fixed life insurance and annuity contracts through PKS Financial Services, taking about half of his time.

Employment History
Current Registrations
Beam Wealth Advisors, INC.
May 2024 - Present · 1 yr 9 mos
Purshe Kaplan Sterling Investments
March 2013 - Present · 12 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Benedetti, Gucer & Associates
March 2013 - June 2024 · 11 yrs 3 mos
Ameriprise Financial Services, INC.
January 2003 - March 2013 · 10 yrs 2 mos
Ameriprise Financial Services, INC.Broker
December 2002 - March 2013 · 10 yrs 3 mos
Ids Life Insurance CompanyBroker
December 2002 - July 2006 · 3 yrs 7 mos
State Registrations3 states
FLGATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.