Eric
Becker

Scf Investment Advisors, Inc

CRD#4512430
Investment Advisor
in New Berlin, WI

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About this Advisor

Eric Becker is a financial advisor based in New Berlin, Wisconsin, working with Scf Investment Advisors, Inc. Eric has previously held positions at Becker Precision Casting, Global View Capital Management, LLC, Purshe Kaplan Sterling Investments, Global View Capital Insurance Services, LLC, Global View Capital Advisors, LLC, and Scf Investment Advisors, Inc. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Eric is part of Scf Investment Advisors, Inc, which operates out of New Berlin, Wisconsin. The firm has 76 offices and 351 employees. The firm manages assets totaling $2.6 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, selection of other advisers, and educational seminars. The fee structure at Scf Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2665 S. Moorland Rd., Suite 212
New Berlin, WI 53151

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

WI Average: $7,578,581,321
Total Number of Employees

351

WI Average: 43
Total Number of Accounts

11,146

WI Average: 3,727
Average Account Size

$229,155

WI Average: $2,033,427

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
  • Educational seminars/workshops

Eric Becker Work History

2023 - Present (1 year)

Scf Investment Advisors, Inc

2014 - 2023 (9 years)

Global View Capital Management, LLC

2014 - 2014 (< 1 year)

Purshe Kaplan Sterling Investments

2013 - 2023 (10 years)

Global View Capital Advisors, LLC

2010 - 2023 (13 years)

Global View Capital Insurance Services, LLC

2007 - 2014 (7 years)

Becker Precision Casting

Disclosures

Please visit the SEC profile of Eric Becker 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 Scf Investment Advisors, Inc

Christopher White
Fresno, CA
David Grzesk
San Diego, CA
Patrick Sier
Barrington, RI
Stephen Derengowski
San Diego, CA
Wesley Moore
San Diego, CA
Ria Gost
San Diego, CA
Adam Worth
San Diego, CA
Sameer Phadke
San Diego, 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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