Unclaimed Profile

Erik Robert Preus

ENVESTNET RETIREMENT SOLUTIONS, LLC·CHICAGO, Illinois

Series 7, Series 24, Series 63, Series 65Clean record21 years registeredENVESTNET RETIREMENT SOLUTIONS, LLC

150 NORTH RIVERSIDE PLAZA , SUITE 2050, CHICAGO, IL 60606CRD# 2404788Firm CRD# 171570

Profile Verification

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

Identity

Erik Robert Preus · CHICAGO, IL

Registration

CRD #2404788 · ENVESTNET RETIREMENT SOLUTIONS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ENVESTNET RETIREMENT SOLUTIONS, LLC

Aug 2023 – present

RBC CAPITAL MARKETS, LLC

Jun 2010 – Jul 2012

MINNEAPOLIS, MN

RBC DAIN RAUSCHER INC.

Apr 2005 – May 2006

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 19, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENVESTNET RETIREMENT SOLUTIONS, LLC

CRD 171570 · SEC 801-79855

AUM

$14.3B

Regulatory assets under management

Employees

4,936 client accounts

Services offered by ENVESTNET RETIREMENT SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ENVESTNET RETIREMENT SOLUTIONS, LLC →

Introduction

Speak with Erik

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erik is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Erik Robert Preus offer?

Erik Robert Preus specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Erik Robert Preus's credentials?

Erik Robert Preus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Robert Preus located?

Erik Robert Preus is based in CHICAGO, Illinois, working with ENVESTNET RETIREMENT SOLUTIONS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Erik Robert Preus charge for services?

Erik Robert Preus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENVESTNET RETIREMENT SOLUTIONS, LLC?

ENVESTNET RETIREMENT SOLUTIONS, LLC has approximately 28 employees and manages $14.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →