Eric
Stelnick

Pfg Advisors

CRD#7379083
Investment Advisor
in Valencia, CA

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About this Advisor

Eric Stelnick is a financial advisor who works out of Valencia, California. Stelnick works at Pfg Advisors. Throughout their career, they have worked at Pfg Advisors, LLC, Lbw Insurance & Financial Services, Inc, Coca-Cola, San Diego State University and Rockstar Energy Drink. Stelnick is registered to work in California. Pfg Advisors is a firm that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 129 locations and a total of 94 employees. It manages $2 billion in assets across its 9,045 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 9,045 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services the firm provides the client. Fee types billed by Pfg Advisors most likely include asset-based, hourly and fixed fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

28055 Smyth Drive
Valencia, CA 91355

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

CA Average: $1,555,372,352
Total Number of Employees

94

CA Average: 37
Total Number of Accounts

9,045

CA Average: 1,370
Average Account Size

$202,940

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Eric Stelnick Work History

Eric has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Pfg Advisors, LLC

2016 - Present (8 years)

Lbw Insurance & Financial Services, Inc

2014 - 2016 (2 years)

Coca-Cola

2014 - 2014 (< 1 year)

Rockstar Energy Drink

2012 - 2014 (2 years)

San Diego State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Stelnick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Heather Schara
Albuquerque, NM
Heather Metcalf
Springfield, OR
Blake Rorbach
Scottsdale, AZ
William Batie
Albuquerque, NM
John Griffith
Eugene, OR
Kyle Johnson
San Diego, CA
James Merkel
Tucson, AZ
Donald Like
Valencia, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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