Eric L. Krattiger

PREMIER WEALTH ADVISORS

Woodland Hills, CA 91367

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CRD#: 2854745

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.

1) Licensed Insurance Agent. Sells Life, P&C, and Annuities. Devotes approx 10 hours per month. Generates revenue. 2) Win Win Real Estate. Located in Las Vegas, Nevada. Business nature is Real Estate. He is a sales agent. Receives commission. Devotes approx 35 hours per month. 3) United Wealth. Located in Vero Beach, Florida. Business nature is Estate Planning. He is a sales agent. Receives commissions. Devotes approx 5 hours per month.

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.

CRD#: 103874

CLEVELAND, OH

Past

July 3, 2001 - October 16, 2003

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

February 16, 2001 - June 13, 2001

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

February 19, 1997 - February 27, 2001

SUNAMERICA SECURITIES, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/18/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/12/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
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.

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Eric L. Krattiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PREMIER WEALTH ADVISORS, INC.

REGAL INVESTMENT ADVISORS LLC

NEBS FINANCIAL SERVICES, INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

SUNAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2019

Series 63

Date: 2/28/1997

Series 6

Date: 2/18/1997

Series 26

Date: 7/12/1999

Current Firm

PREMIER WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH ADVISORS, INC.

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