Echo Wreatha Pelster
Professional Summary
Echo Wreatha Pelster, who also goes by Echo Wreatha Garner, Echo Wreatha Laymon, Echo Wreatha Ogg, Echo Pelster, Echo Wreatha Pelster, is a registered financial advisor currently at ECHO FINANCIAL LLC located in North Platte, Nebraska. Echo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Echo has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Echo Wreatha Garner, Echo Wreatha Laymon, Echo Wreatha Ogg, Echo Pelster, Echo Wreatha Pelster
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Contact Information
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Disclosures on record.
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.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ECHO FINANCIAL LLC
Contact Information
Main Address
203 W. Arnold, Arnold, NE 69120Mailing Address
P.o. Box 155, Arnold, NE 69120Phone Number
(308) 848-2244# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
60AUM (Assets Under Management)
$3,400,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/17/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2013About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Echo Wreatha Pelster's CRS (Customer Relationship Summary).
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