Eric
Somsel

Founders Financial Securities LLC

CRD#6636832
Investment Advisor
in Troy, MI

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About this Advisor

Eric Somsel is a financial advisor based in Troy, Michigan, working with Founders Financial Securities LLC. Eric has previously held positions at Michigan Senate, Securian Financial Services Inc, Minnesota Life, Securian Financial Advisors Of The Great Lakes, Jim Stamas For State Senate, Karl Ieuter For State Representative, and Founders Financial Securities LLC. Eric has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Eric is part of Founders Financial Securities LLC, which operates out of Troy, Michigan. The firm has 65 offices and 137 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Founders Financial Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

560 Kirts Boulevard Suite 112
Troy, MI 48084

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Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,908,968,688

MI Average: $6,889,882,315
Total Number of Employees

137

MI Average: 45
Total Number of Accounts

18,269

MI Average: 765
Average Account Size

$159,230

MI Average: $9,006,382

Investment Advisory Services

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

Eric Somsel Work History

2021 - Present (3 years)

Founders Financial Securities LLC

2016 - 2021 (5 years)

Securian Financial Services Inc

2016 - 2021 (5 years)

Minnesota Life

2016 - 2021 (5 years)

Securian Financial Advisors Of The Great Lakes

2015 - 2016 (1 year)

Michigan Senate

2014 - 2014 (< 1 year)

Jim Stamas For State Senate

2014 - 2014 (< 1 year)

Karl Ieuter For State Representative

Disclosures

Please visit the SEC profile of Eric Somsel 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 Founders Financial Securities, LLC

Heather Aeschliman
Brighton, MI
Joseph Krcma
Towson, MD
Eric Somsel
Troy, MI
Lisa Spitler
Brighton, MI
Andrew Douglas
Newark, DE
Andrew Lambertson
Modesto, CA
Manuel Goulart
San Ramon, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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