ED
Eric K. Dare
VICUS CAPITAL
STATE COLLEGE, PA 16801
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CRD#: 4684045
ED
Professional summary
Eric Kramer Dare, CFP® is a registered financial advisor currently at VICUS CAPITAL, INC. located in State College, Pennsylvania and CETERA INVESTMENT ADVISERS LLC located in State College, Pennsylvania.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Eric has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 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) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 05/2003, 4HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2) VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 11/2003, 25HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE/ MINORITY OWNER OF COMPANY; 3) NAME OF OTHER BUSINESS: PFG INC. - MGA; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT/CEO; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, PRESIDENT, CEO, TRUSTEE OF PFG 401(K) PLAN, CO OWNER OF COMPANY; 4) NAME OF OTHER BUSINESS: DBA - PFG WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: DBA FOR SECURITIES AND PLANNING BUSINESS START DATE: 05/2007 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE AND IAR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY 5) NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: PRESIDENT / CEO BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF INVESTMENT ACCOUNTS ; 6) NAME OF OTHER BUSINESS: NUWORKS LLC; INVESTMENT RELATED: NO; ADDRESS: 476 ROLLING RIDGE DRIVE STATE COLLEGE, PA 16801; NATURE OF BUSINESS: SOFTWARE DEVELOPMENT COMPANY; START DATE: 8/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SOFTWARE DEVELOPMENT COMPANY, EMPLOYS SOFTWARE DEVELOPERS; 7) NAME OF OTHER BUSINESS: STATE COLLEGE YOUTH WRESTLING, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION. NATURE OF BUSINESS: SPORTS, START DATE: 7/2022, POSITION/TITLE/RELATIONSHIP: PRESIDENT, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SUPPORT YOUTH WRESTLING CLUB; 8) NAME OF OTHER BUSINESS: STATE COLLEGE YOUTH FOOTBALL; INVESTMENT RELATED: NO; ADDRESS: 240 VILLA CREST DR, STATE COLLEGE, PA 16801; NATURE OF BUSINESS: BOARD; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, GUIDE AND MAKE DECISIONS; 9) NAME OF OTHER BUSINESS: SKYTOP PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: 476 ROLLING RIDGE DR SUITE 315 STATE COLLEGE, PA 16801; NATURE OF BUSINESS: COMMERCIAL RESL ESTATE; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: CO-MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL PROPERTY; 10. NAME OF OTHER BUSINESS: QUEST AVIATION, LLC; INVESTMENT RELATED: NO; ADDRESS: 476 ROLLING RIDGE DRIVE STATE COLLEGE, PA 16801; NATURE OF BUSINESS: LLC; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FRACTIONAL OWNERSHIP OF AN AIRCRAFT;
CRS (Client Relationship Summary) - RIA
Click below to view Eric Kramer Dare'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®
CFP®
Start date: 2007
Experience
Current
January 24, 2004 - Present
VICUS CAPITAL, INC.
Office #1: 476 Rolling Ridge Drive Suite 333, State College, PA 16801RIA
CRD#: 116021
STATE COLLEGE, PA
Current
December 26, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 476 Rolling Ridge Dr Ste 333, State College, PA 16801RIA
CRD#: 105644
STATE COLLEGE, PA
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 476 Rolling Ridge Dr Ste 333, State College, PA 16801BD
CRD#: 13572
State College, PA
Past
September 25, 2003 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
STATE COLLEGE, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/2/2025)
RR
Alaska(1/2/2025)
RR
Arizona(1/2/2025)
RR
Arkansas(1/9/2015)
RR
California(9/3/2013)
RR
Colorado(1/2/2025)
RR
Connecticut(1/2/2025)
RR
Delaware(1/2/2025)
RR
District of Columbia(1/2/2025)
RR
Florida(9/3/2013)
RR
Georgia(9/3/2013)
RR
Hawaii(1/2/2025)
RR
Idaho(1/2/2025)
RR
Illinois(9/3/2013)
RR
Indiana(10/9/2013)
RR
Iowa(1/2/2025)
RR
Kansas(1/2/2025)
RR
Kentucky(1/2/2025)
RR
Louisiana(1/2/2025)
RR
Maine(1/2/2025)
RR
Maryland(1/2/2025)
RR
Massachusetts(1/2/2025)
RR
Michigan(1/2/2025)
RR
Minnesota(1/2/2025)
RR
Mississippi(1/2/2025)
RR
Missouri(1/2/2025)
RR
Montana(1/2/2025)
RR
Nebraska(1/2/2025)
RR
Nevada(1/2/2025)
RR
New Hampshire(1/2/2025)
RR
New Jersey(9/3/2013)
RR
New Mexico(1/2/2025)
RR
New York(9/3/2013)
RR
North Carolina(9/3/2013)
RR
North Dakota(1/2/2025)
RR
Ohio(1/2/2025)
RR
Oklahoma(1/2/2025)
RR
Oregon(9/3/2013)
IAR
Pennsylvania(1/24/2004)
RR
Pennsylvania(9/3/2013)
RR
Puerto Rico(1/2/2025)
RR
Rhode Island(1/2/2025)
RR
South Carolina(9/3/2013)
RR
South Dakota(1/2/2025)
RR
Tennessee(1/2/2025)
IAR
Texas(3/6/2013)
IAR
Texas(12/26/2024)
RR
Texas(1/2/2025)
RR
Utah(1/2/2025)
RR
Vermont(1/2/2025)
RR
Virgin Islands(1/2/2025)
RR
Virginia(9/3/2013)
RR
Washington(1/2/2025)
RR
West Virginia(9/3/2013)
RR
Wisconsin(1/2/2025)
RR
Wyoming(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
