Erik
Thompson
Peerless Wealth
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About this Advisor
Erik Thompson is a financial advisor based in Powell, Ohio, working with Peerless Wealth. Erik has previously held positions at Wells Fargo Advisors Financial Network LLC, Ascend Advisory Group LLC, Property Owner/Manager - Self Employed, Peerless Wealth, LLC, and Pareto Systems. Erik has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Erik is part of Peerless Wealth, which operates out of Powell, Ohio. The firm has 2 employees and manages assets totaling $87.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Peerless Wealth includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peerless Wealth Brokerage Details
$87,770,000
2
304
$288,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Erik Thompson Work History
Peerless Wealth, LLC
Pareto Systems
Property Owner/Manager - Self Employed
Wells Fargo Advisors Financial Network LLC
Ascend Advisory Group LLC
Disclosures
Please visit the SEC profile of Erik Thompson 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 Peerless Wealth
Spring, TX
Powell, OH
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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