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Eric Jonathon Pampel

PAMPEL & ASSOCIATES INC·MONTICELLO, Indiana
Series 7, Series 65, Series 66Clean record25 years registeredPAMPEL & ASSOCIATES INC
101 SOUTH MAIN STREET, MONTICELLO, IN 47960CRD# 3180206Firm CRD# 110660

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Jonathon Pampel · MONTICELLO, IN
Registration
CRD #3180206 · PAMPEL & ASSOCIATES INC · 25 years registered
Brand Profile
Not yet started
01

Career History

PAMPEL & ASSOCIATES, INC.
Dec 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · December 7, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAMPEL & ASSOCIATES INC
CRD 110660 · SEC 801-41971
AUM
$49M
Regulatory assets under management
Employees
1
978 client accounts
Services offered by PAMPEL & ASSOCIATES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Eric Jonathon Pampel offer?
Eric Jonathon Pampel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MONTICELLO, Indiana for a consultation.
What are Eric Jonathon Pampel's credentials?
Eric Jonathon Pampel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Jonathon Pampel located?
Eric Jonathon Pampel is based in MONTICELLO, Indiana, working with PAMPEL & ASSOCIATES INC. Their office serves clients in the MONTICELLO metropolitan area and surrounding communities.
How does Eric Jonathon Pampel charge for services?
Eric Jonathon Pampel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAMPEL & ASSOCIATES INC?
PAMPEL & ASSOCIATES INC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
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