E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka Email and Phone Number
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka work email
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E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka personal email
Erik’s career in the financial services industry focuses on retirement plans and retirement planning; it spans nearly two decades and is able to work in a 3(21) or 3(38) capacity. He started his career at an insurance company, has worked in the mutual fund industry and for a global financial services company. In his current position he provides "board room" to "employee breakroom" retirement services. Erik is a principal at e^2 Retirement Consulting, a Retirement Plan Advisory Group firm. In this role he works under a negotiated contract, foregoing commissioned compensation. The team is able to serve as an ERISA Fiduciary to retirement plan sponsors and offer individualized advice to participants.Specialties: Erik’s area of expertise focuses on fiduciary best practices. He is a licensed Registered Investment Advisor and is able to serve as a fiduciary for investment advice under ERISA 3(21).
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PrincipalE² Retirement Consulting, Llc Nov 2010 - Presente^2 Retirement Consulting, LLC is an independent consulting firm and a member of RPAG (Retirement Plan Advisory Group) one of the nation's largest retirement consulting firms with over 400 participating member firms and assets under advisement of more than $800 billion.Securities and Advisory Services Offered Through Harbour Investments, Inc.Securities licensed in: WI
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PresidentWisconsin Financial Literacy Foundation Feb 2021 - PresentWisconsin Financial Literacy Foundation, formerly know as CFA Society Milwaukee Foundation, is committed to improving financial literacy, specifically with teens in Wisconsin. Our main fundraiser is our charity golf outing which can be found athttps://finlitwisconsin.com/charity-golf-event In 2021 we were able to raise nearly $30,000 toward the cause.
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Advisory Board MemberUniversity Of Wisconsin - Whitewater Feb 2009 - PresentWhitewater, Wi, UsErik helps the UW-Whitewater Finance and Business Law Department with strategic planning initiatives as well as curriculum changes. -
Registered RepHarbour Investments Nov 2010 - PresentMadison, Wi, Us -
MemberRetirement Plan Advisory Group Nov 2010 - PresentAliso Viejo, Ca, Us -
PresidentCfa Society Milwaukee Foundation, Inc. Dec 2017 - Feb 2021
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Past PresidentCfa Society Milwaukee Jul 2017 - Jun 2018
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PresidentCfa Society Milwaukee Jul 2016 - Jun 2017
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President ElectCfa Society Milwaukee Jul 2015 - Jun 2016
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TreasurerCfa Society Milwaukee Jul 2013 - Jun 2015
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DirectorCfa Society Milwaukee Oct 2008 - Jun 2013
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Director Of MembershipWisconsin Retirement Plan Professionals, Ltd. Jul 2011 - Jun 2013Us -
DirectorMenomonee Falls Community Chamber And Tourism Center Jan 2009 - Dec 2010
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Regional Director-MilwaukeeThe Mhk Group A National Retirement Partners Member Firm Apr 2009 - Nov 2010San Juan Capistrano, Ca, UsErik formerly assisted The MHK Group in providing "Boardroom to Break room" retirement-consulting services. His area of focus was investment selection and monitoring, investment due-diligence, fiduciary practices, asset allocation and retirement planning. -
VolunteerMake A Difference - Wisconsin (Financial Literacy To Empower Teens) Oct 2007 - Nov 2010Milwaukee, Wi, UsErik volunteers at Make A Difference Wisconsin teaching financial literacy to teens. -
Member Dc Advisory GroupUbs Jan 2008 - Apr 2009Zurich, ChRegistered Investment Advisory group for Retirement Plan Consulting -
Account Vice PresidentUbs Oct 2000 - Apr 2009Zurich, Ch
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Retirement Plans SpecialistStrong Retirement Plan Services May 2000 - Jul 2000
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Registered RepresentativeAxa Advisors Apr 1997 - Apr 2000New York, Ny, Us
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka Skills
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka Education Details
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Marquette UniversityFinance And Financial Management Services -
Creighton University College Of BusinessMaster Of Security Analysis And Portfolio Management
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University Of Wisconsin-WhitewaterFinance
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Burlington High School
Frequently Asked Questions about E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka
What company does E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka work for?
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka works for University Of Wisconsin - Whitewater
What is E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka's role at the current company?
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka's current role is Principal.
What is E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka's email address?
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka's email address is er****@****ent.com
What schools did E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka attend?
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka attended Marquette University, Creighton University College Of Business, University Of Wisconsin-Whitewater, Burlington High School.
What are some of E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka's interests?
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka has interest in I Love To Musky Fish.
What skills is E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka known for?
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka has skills like Retirement Planning, Investments, Mutual Funds, Financial Advisory, Asset Allocation, Investment Advisory, Finance, Securities, Retirement, Retirement Plan Consulting, Financial Services, Erisa.
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