Eric
Stauffer
401K Generation
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About this Advisor
Eric Stauffer is a financial advisor based out of Altamonte Springs, Florida with 6 years of industry experience. Stauffer is currently employed by 401K Generation. Stauffer has gained experience at Edward Jones, Paychex and 401K Generation. Stauffer maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Florida. 401K Generation is a business that has its headquarters in Altamonte Springs, FL. It has $131 million in total assets among its 205 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 205 accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. 401K Generation performs a broad set of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually are based on which service is provided. Fees billed by 401K Generation likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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401K Generation Brokerage Details
$130,583,157
35
205
$636,991
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Eric Stauffer Work History
Eric has been registered as a financial advisor for 6 years.*
401K Generation
Edward Jones
Paychex
*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 Stauffer 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 401K Generation
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
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