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E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka is listed as Principal at University of Wisconsin - Whitewater, based in Greater Milwaukee, United States, United States. AeroLeads shows a work email signal at e2retirement.com and a matched LinkedIn profile for E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka.
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka previously worked as Principal at E² Retirement Consulting, Llc and President at Wisconsin Financial Literacy Foundation. E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka holds Ph.D. (Inpr), Finance And Financial Management Services from Marquette University.
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AeroLeads found 1 current-domain work email signal for E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka. Compare company email patterns before reaching out.
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).
Listed skills include Retirement Planning, Investments, Mutual Funds, Financial Advisory, and 17 others.
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e^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.
Wisconsin 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.
Whitewater, WI, US
Erik helps the UW-Whitewater Finance and Business Law Department with strategic planning initiatives as well as curriculum changes.
San Juan Capistrano, CA, US
Erik 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.
Milwaukee, WI, US
Erik volunteers at Make A Difference Wisconsin teaching financial literacy to teens.
Zurich, CH
Registered Investment Advisory group for Retirement Plan Consulting
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E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka works for University of Wisconsin - Whitewater.
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka is listed as Principal at University of Wisconsin - Whitewater.
AeroLeads has found 1 work email signal at @e2retirement.com for E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka at University of Wisconsin - Whitewater.
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka is based in Greater Milwaukee, United States, United States while working with University of Wisconsin - Whitewater.
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka has worked for E² Retirement Consulting, Llc, Wisconsin Financial Literacy Foundation, University Of Wisconsin - Whitewater, Harbour Investments, and Retirement Plan Advisory Group.
You can use AeroLeads to view verified contact signals for E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka at University of Wisconsin - Whitewater, including work email, phone, and LinkedIn data when available.
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka holds Ph.D. (Inpr), Finance And Financial Management Services from Marquette University.
E. Erik Gauger, Cfa®, Cfp®, Cpfa, Qka is listed with skills including Retirement Planning, Investments, Mutual Funds, Financial Advisory, Asset Allocation, Investment Advisory, Finance, and Securities.
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