EricCheek- Financial Advisor Reno, NV

Home > Financial Advisor Directory > nevada > reno

About Eric Cheek

Nevada Retirement Planners offers a broad array of Financial Planning services that are custom tailored to help meet your financial goals. Including but not limited to:

Active Investment Management

Social Security Income Planning

Retirement Income Planning

Estate Planning

Request your Complimentary Consultation Today

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

Firm CRD#

147005

Insurance License#

19605

Name of Broker/Dealer

Name of Custodial Firm

TD Ameritrade

States Licensed in

NV,CA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Investment Clubs, Businesses

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 65, Series 66

Insurance and Annuity Licenses

Variable Annuity, Variable Life, Life, Health, Annuity

Firm Information

Firm's Number of Clients

Assets Managed by Firm

$50,000,000

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1.5%

Hourly Rate

Additional Details on Charges

Depending on account structure and amount fees range from 0.80% to 1.70% assets under management

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888092/paladinregistry-Nevada-Retirement-Planners-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Eric Cheek

Nevada Retirement Planners