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Eric L. Krattiger

PREMIER WEALTH ADVISORS
Woodland Hills, CA 91367
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CRD#: 2854745
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Professional summary


Eric Lawrence Krattiger is a registered financial advisor currently at PREMIER WEALTH ADVISORS, INC. located in Woodland Hills, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Eric has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Lawrence Krattiger's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 8, 2021 - Present

PREMIER WEALTH ADVISORS, INC.

Office #1: 6200 Canoga Ave., Suite 202, Woodland Hills, CA 91367
RIA
CRD#: 146676
Woodland Hills, CA
Past

May 3, 2019 - November 6, 2019

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Las Vegas, NV
Past

November 20, 2003 - August 24, 2004

NEBS FINANCIAL SERVICES, INC.

BD
CRD#: 103874
CLEVELAND, OH
Past

July 3, 2001 - October 16, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

February 16, 2001 - June 13, 2001

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

February 19, 1997 - February 27, 2001

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/8/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/18/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PW
PREMIER WEALTH ADVISORS, INC.
JACK GELNAK | PREMIER WEALTH ADVISORS, INC.

CRD#: 146676 / SEC#:

California
Registered Investment Advisory firm - (1/31/2019 Approved)
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Contact information


Main Address
6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367
Mailing Address
Phone number
(818) 888-4646
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts131
AUM (Assets Under Management)$ 15,000,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PREMIER WEALTH ADVISORS, INC.

CRD#: 146676Woodland Hills, CA 91367

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