Eric Kurt Hite

Employer firm

Consortium Private Wealth LLC CRD 325038

$650.4K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 02/2018
  Questar Asset Management
  Minneapolis, MN
• 04/2011 → 02/2018
  Questar Capital Corporation
  Minneapolis, MN
• 02/2018 → 05/2019
  Valmark Securities, Inc.
  Akron, OH
• 02/2018 → 03/2019
  Valmark Advisers, Inc.
  Akron, OH
• 05/2019 → 10/2021
  Crown Capital Securities Lp
  Orange, CA
• 06/2009 → Present
  Essential Insurance Financial Group, Llc
  Metairie, LA

Previous Registrations

• 2019-11-19 → 2021-10-12
  Crown Capital Securities, L.P.
  Riverridge, LA
  Gretna, LA
• 2018-03-07 → 2019-03-08
  Valmark Advisers, Inc.
  Metairie, LA
• 2011-04-01 → 2018-03-09
  Questar Asset Management, Inc.
  Minneapolis, MN
  Metairie, LA
• 2010-04-29 → 2010-12-31
  Level Four Advisory Services
  Metairie, LA
  Dallas, TX
• 2004-07-01 → 2009-07-21
  Msi Financial Services, Inc.
  Metaire, LA
  Metairie, LA

Other Businesses

ESSENTIAL INSURANCE FINANCIAL GROUP, LLC; NOT INVESTMENT RELATED; 3445 N CAUSEWAY BLVE, METAIRIE, LA 70002; FIXED INSURANCE SALES; OWNER/INDEPENDENT AGENT; 06/2009; 30 HRS; 0 HRS DURING TRADING; DUTIES INCLUDE ASSISTING AGING CLIENTS INTO MEDICARE, FINAL EXPENSE, AND OUTBROKERAGE LIFE INSURANCE. CRESCENT CITY CONCEALED CARRY AND FIREARMS TRAINING; NOT INVESTMENT RELATED; 9230 4TH ST, RIVER RIDGE, LA 70123; SELF DEFENSE AND FIREARMS TRAINING; OWNER; 07/2021; 16 HRS; 0 HRS DURING TRADING; DUTIES INCLUDE INSTRUCTING PROPLE IN THE PROPER AND SAFE USE OF FIREARMS AND DEFENSIVE TACTICS.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  2015-05-21

Other Names

• Eric K Hite
• Eric Hite