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Eric Michael Courage

Eric M. Courage

MARGIN
Denver, CO 80246
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CRD#: 5513725
Eric Michael Courage

Professional summary


Eric Michael Courage, CFP®, who also goes by Eric Michael Broda, Eric Broda, is a registered financial advisor currently at MARGIN located in Denver, Colorado.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eric has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Social Security Planning
Retirement Planning
Education Planning
Insurance Planning
Business Succession Planning
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases


Eric Michael Broda | Eric Broda

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.
Eric M. Broda owns a rental property-not investment related, he is involved a total of approximately two hours per week; none of this time is spent during trading hours. Make Yourself, LLC; Not investment-related; Englewood CO; Start-up/Entrepreneur Coaching; Owner/Coach; 25 hours per month, none during trading; duties include running business and providing coaching and consulting

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Michael Courage'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: 2017

Experience


Current

February 1, 2018 - Present

MARGIN

Office #1: 501 S Cherry St Suite 1100, Denver, CO 80246
RIA
CRD#: 290094
Denver, CO
Past

February 3, 2016 - January 9, 2018

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
NORTHGLENN, CO
Past

January 25, 2016 - January 9, 2018

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
NORTHGLENN, CO
Past

June 28, 2010 - December 4, 2012

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
BROOMFIELD, CO
Past

January 26, 2009 - February 9, 2009

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
ENGLEWOOD, CO
Past

August 21, 2008 - February 9, 2009

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
ENGLEWOOD, CO

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
Colorado
(2/1/2018)
IAR
Texas
(2/9/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 2/1/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MARGIN
MARGIN
MARGIN | MARGIN, LLC

CRD#: 290094 / SEC#:

Colorado
Registered Investment Advisory firm - (2/1/2018 Approved)
Texas
Registered Investment Advisory firm - (2/9/2018 Conditional Restricted)
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Contact information


Main Address
501 S Cherry St Suite 1100, Denver, CO 80246
Mailing Address
Phone number
(303) 990-1504
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts138
AUM (Assets Under Management)$ 67,955,000

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.

Company Information


MARGIN

MARGIN

CRD#: 290094Denver, CO 80246

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Contact information


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