Eric Krausz Adler

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/2012 → 12/2021
  Cetera Advisors
  Denver, CO
• 06/2026 → Present
  Founders Financial Securities Llc
  Towson, MD
• 12/2019 → 12/2021
  Cascadia Advisory Services, Llc
  Mcminnville, OR
• 01/2022 → 06/2026
  Mariner Wealth Advisors
  Mcminnville, OR

Previous Registrations

• 2022-01-26 → 2026-06-09
  Mariner
  Mcminnville, OR
• 2018-07-06 → 2022-01-28
  Cascadia Advisory Services, Llc
  Mcminnville, OR
• 2012-02-28 → 2018-10-24
  Cetera Advisors Llc
  Mcminnville, OR
  Greenwood Village, CO
  Portland, OR
• 2004-01-16 → 2012-02-28
  Pacific West Financial Consultants Inc
  South Hadley, MA
  Renton, WA

Other Businesses

1. Fundamental Wealth Partners (DBA); Investment Related; Saint Simon’s Island, GA; Start Date: 6/2026; Investment Advisor; 160 Hrs. per month; 160 Hrs. during trading; Sales and Service of Investment Products

Exams

• S66 Uniform Combined State Law Examination
  2003-07-03
• S63 Uniform Securities Agent State Law Examination
  2003-05-19

Other Names

• Eric K Adler