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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| MO | RA | APPROVED | 2016-05-11 |
| TX | RA | APPROVED_RES | 2015-03-20 |
| AZ | RA | APPROVED | 2012-03-01 |
| KS | RA | APPROVED | 2012-02-03 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eckman Wealth Management, Llc | Westwood | KS | 01/2012 | 02/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2012 | 11/2024 |
| First Choice Wealth Management, Llc | Scottsdale | AZ | 02/2019 | 02/2022 |
| Eckman Wealth Management | Phoenix | AZ | 02/2022 | Present |
1)Eckman Wealth Management. RIA. 1421 S Maple Mesa AZ 85206. President. 01/31/2012, 20HRS P MONTH. RIA BUYING AND SELLING ORDERS, CLIENT PHONE CALLS AND COMPLIANCE ISSUES MAJORITY OF THE TIME. 2) FIXED INSURANCE; NOT INVESTMENT RELATED; 1421 S Maple Mesa AZ 85206; INSURANCE SALES; INSURANCE BROKER; 03/2018; 2 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; SALES AND SERVICE OF FIXED INSURANCE PRODUCTS SUCH AS LIFE AND HEALTH INSURANCE 3) FARM LAND RENTAL; 01/2012; NOT INVESTMENT RELATED; 22300 MOONLIGHT ROAD SPRINGHILL, KS 66083; LAND RENTAL; LANDLORD; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; FACILITATE LEASE OF SMALL FARM LAND ACREAGE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-25 |
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