Unclaimed Profile

Eric Wiklendt

SPEYSIDE EQUITY ADVISERS LLC·ANN ARBOR, Michigan

Clean recordSPEYSIDE EQUITY ADVISERS LLC

24 FRANK LLOYD WRIGHT DRIVE, SUITE H3225, ANN ARBOR, MI 48105CRD# 7715499Firm CRD# 325765

Profile Verification

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

Identity

Eric Wiklendt · ANN ARBOR, MI

Registration

CRD #7715499 · SPEYSIDE EQUITY ADVISERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Wiklendt is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with SPEYSIDE EQUITY ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SPEYSIDE EQUITY ADVISERS LLC

AUM

$622M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPEYSIDE EQUITY ADVISERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7715499

Firm CRD# 325765

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Wiklendt offer?

Eric Wiklendt specializes in Retirement Planning. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Eric Wiklendt's credentials?

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

Where is Eric Wiklendt located?

Eric Wiklendt is based in ANN ARBOR, Michigan, working with SPEYSIDE EQUITY ADVISERS LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Eric Wiklendt charge for services?

Eric Wiklendt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPEYSIDE EQUITY ADVISERS LLC?

SPEYSIDE EQUITY ADVISERS LLC has approximately 3 employees and manages $622M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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