Unclaimed Profile

Eric Harvey Kolstad

BALBOA WEALTH PARTNERS, INC.·NEWPORT BEACH, California

SIE, Series 7, Series 24, Series 31, Series 63, Series 65, Series 6613 years registeredBALBOA WEALTH PARTNERS, INC.

140 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92260CRD# 1383497Firm CRD# 282329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Harvey Kolstad · NEWPORT BEACH, CA

Registration

CRD #1383497 · BALBOA WEALTH PARTNERS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALBOA WEALTH PARTNERS, INC.

BALBOA WEALTH PARTNERS, INC.

Feb 2016 – Aug 2016

Newport Beach, CA

CHORIO ASSET MANAGEMENT, LLC

Jun 2015 – Dec 2015

IRVINE, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Aug 2012 – Mar 2015

NEWPORT COAST, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · August 27, 2012

Years registered · 13

Disclosure History

1992Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BALBOA WEALTH PARTNERS, INC.

CRD 282329 · SEC 801-107029

AUM

$776M

Regulatory assets under management

Employees

2,005 client accounts

Services offered by BALBOA WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALBOA WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Harvey Kolstad offer?

Eric Harvey Kolstad specializes in Financial Planning, Investment Management.

What are Eric Harvey Kolstad's credentials?

Eric Harvey Kolstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Harvey Kolstad located?

Eric Harvey Kolstad is based in NEWPORT BEACH, California, last registered with BALBOA WEALTH PARTNERS, INC..

How does Eric Harvey Kolstad charge for services?

Eric Harvey Kolstad's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALBOA WEALTH PARTNERS, INC.?

BALBOA WEALTH PARTNERS, INC. has approximately 28 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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