Eric Kemon Papacosta

Asset Allocation Strategies, LLC

16 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Asset Allocation Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

3,883 clients

Average Client Portfolio

$198K average

Assets Under Management

$767.4M

Fee Structure

Minimum Investment:$25K

Location

33335 Grand River, Farmington, MI, 48336

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2013

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Other Business ActivitiesSells Insurance

Eric is an insurance agent at GLP & Associates, selling life insurance and annuities since 2013, dedicating about half his time. He is also an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC since August 2023, spending about 10-20% of his time managing advisory accounts.

Employment History

Current Registrations

Asset Allocation Strategies, LLC

August 2023 - Present · 2 yrs 6 mos

Glp Investment Services, LLC

December 2013 - Present · 12 yrs 2 mos

Glp Investment Services, LLCBroker

December 2013 - Present · 12 yrs 2 mos

Previous Registrations

Wells Fargo Advisors, LLCBroker

January 2011 - March 2013 · 2 yrs 2 mos

Wells Fargo Investments, LLCBroker

April 2010 - January 2011 · 9 mos

Wells Fargo Advisors, LLCBroker

May 2008 - May 2010 · 2 yrs

State Registrations3 states

CAKSNV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.