ER
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erich works as an investment advisor for The Wealth Management Alliance, dedicating minimal time to this role. He spends a minimal amount of time trading.
Employment History
Current Registrations
Focus Partners Wealth, LLC
October 2024 - Present · 1 yr 3 mos
Focus Partners Advisor Solutions, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Foreside Financial Services, LLCBroker
October 2018 - August 2020 · 1 yr 10 mos
The Wealth Management Alliance LLC
April 2014 - January 2019 · 4 yrs 9 mos
The Wealth Management Alliance LLC
January 2014 - March 2014 · 2 mos
Lwi Financial INC.
December 2009 - January 2019 · 9 yrs 1 mo
Loring Ward Securities INC.Broker
December 2009 - October 2018 · 8 yrs 10 mos
Foothill Securities, INC.Broker
December 2008 - December 2009 · 1 yr
Rnp Advisory Services, INC.
March 2008 - April 2013 · 5 yrs 1 mo
Eplanning Securities, INC.Broker
January 2006 - December 2008 · 2 yrs 11 mos
The O.N. Equity Sales CompanyBroker
February 2005 - December 2005 · 10 mos
Reinhardt Advisory Services, INC.
September 2004 - December 2005 · 1 yr 3 mos
Loring Ward Securities INC.Broker
August 2000 - February 2005 · 4 yrs 6 mos
Charles Schwab & Co., INC. Broker
January 1995 - June 2000 · 5 yrs 5 mos
Reinhardt Werba Bowen Securities, INC.Broker
December 1994 - January 1995 · 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.