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Eric Laub

Eric Laub

CFP®
FINANCE 180
COLUMBUS, OH
·CRD# 6840754·9 years experience

Professional Summary

Eric Laub, CFP® is a registered financial advisor currently at FINANCE 180 located in Columbus, Ohio. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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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Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

9 years in the financial services industry

Current & Past Employments

FINANCE 180·CRD# 289453
RIA
Columbus, OH
October 5, 2017 - Present

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Current Firm

F1
FINANCE 180

FINANCE 180 | FINANCE 180, LLC

CRD#: 289453
Ohio
Registered Investment Advisory firm - Ohio (10/5/2017 Approved)

Contact Information

Main Address

Columbus, OH

Phone Number

(614) 859-2080

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

16

AUM (Assets Under Management)

$1,666,391

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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 Laub is currently employed as a substitute teacher at Evergreen School District. This activity accounts for up to 50% of his time.

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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.
IAR
Ohio
(10/5/2017)

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.

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CRS (Client Relationship Summary) - RIA

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

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Eric Laub
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