EO
CFP
EO
CFP

Eric Allen Obergfell

20 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only
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Location

2900 100th Street Suite 106, Urbandale, IA, 50322

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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 Activities

Eric provides investment advisory services through Global Retirement Partners, an independent investment advisor firm, since August 2016. This activity takes about half of his time.

Employment History
Current Registrations
Wellth Advisory Services, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Global Retirement Partners LLC
August 2019 - July 2024 · 4 yrs 11 mos
Global Retirement Partners LLC
August 2016 - August 2019 · 3 yrs
LPL Financial LLCBroker
August 2016 - September 2019 · 3 yrs 1 mo
Principal Securities, INC.
March 2012 - July 2016 · 4 yrs 4 mos
Principal Securities, INC.Broker
March 2012 - July 2016 · 4 yrs 4 mos
J.P. Morgan Institutional Investments
January 2011 - December 2011 · 11 mos
J.P. Morgan Institutional Investments INC.Broker
December 2010 - March 2012 · 1 yr 3 mos
Princor Financial Services Corporation
June 2005 - December 2010 · 5 yrs 6 mos
Princor Financial Services CorporationBroker
May 2005 - December 2010 · 5 yrs 7 mos
State Registrations3 states
IAILTX
Advisor
Exams
No exam information available for this advisor.