EP
Erik Preus
from Envestnet Retirement Solutions, LLC
Erik Preus is a financial advisor based in Illinois, Chicago,
with 31 years of experience. Erik currently works for
Envestnet Retirement Solutions, LLC.
Erik maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Erik Preus works at Envestnet Retirement Solutions, LLC
Envestnet Retirement Solutions, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $14,838,963,712 of assets under management and employs about 28 people. Envestnet Retirement Solutions, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
One North Wacker Drive, Suite 1925, Chicago, Illinois, 60606
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