Eric Simon Kallal

Current Employers

Employment History

• 03/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2016 → Present
  Executive Financial Services, Inc.
  Bloomington, MN
• 03/2019 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-11-12 → 2016-03-07
  Kalos Management
  St. Paul, MN
  Ponte Vedra Beach, FL
• 2014-01-31 → 2014-11-13
  Berthel, Fisher & Company Financial Services, Inc.
  St. Paul, MN
  Cedar Rapids, IA
  St. Paul, MN

Other Businesses

1. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISOR START DATE: 3/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR AT ADVISORNET CORPORATE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/23/2016; APX NUMBER OF HOURS PER WEEK: 4 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE. 3. NAME OF OTHER BUSINESS: DBA EXECUTIVE FINANCIAL SERVICES, INC. (EFSI); INVESTMENT RELATED: YES; ADDRESS: 4200 WEST OLD SHAKOPEE ROAD, STE. 245, BLOOMINGTON, MN 55437; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2016; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40 + HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 4. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 03/2019; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT, THIRD PARTY MONEY MANAGEMENT; 5. NAME OF OTHER BUSINESS: ESK FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES ; START DATE: 10/2012 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER ; APX NUMBER OF HOURS PER WEEK: 60 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR PASS-THROUGH ;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-12

Other Names

• Eric Kallal