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Erik Robert Preus

Envestnet Retirement Solutions, LLC

Berwyn, PA

Maple Grove, MN

CRD 2404788

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Employer firm

Envestnet Retirement Solutions, LLC CRD 171570

$16.3B regulatory AUM 4,527 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INTERACTIVE INTERNET-BASED ASSET ALLOCATION MODELS & MUTUAL FUNDS

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

Current Employers
Envestnet Retirement Solutions, Llc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-08-02
MN RA APPROVED 2023-08-02
  • IL RA
    APPROVED
    Since 2023-08-02
  • MN RA
    APPROVED
    Since 2023-08-02

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Maple Grove, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envestnet Financial Technologies Berwyn PA 10/2014 Present
Envestnet Retirement Solutions, Llc Chicago IL 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-01
S63 Uniform Securities Agent State Law Examination 1993-12-21
  • S65 Uniform Investment Adviser Law Examination
    1994-03-01
  • S63 Uniform Securities Agent State Law Examination
    1993-12-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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