EH
Eric Hultgren
ALTERNATIVE INVESTMENT ADVISORS
SIOUX FALLS, SD 57108
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CRD#: 7560291
EH
Professional summary
Eric Hultgren is a registered financial advisor currently at ALTERNATIVE INVESTMENT ADVISORS, LLC located in Sioux Falls, South Dakota.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eric has worked at 1 firm and has passed the Series 65 exam.
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.
Social Security Administration 5021 S Nevada Ave Sioux Falls SD 57108 Non-investment related Nature of business is working with Social Security and Supplemental Security Income beneficiaries. Helping them sign up for benefits and answering their questions. I am a Claims Technical Expert. I have most recently worked there since 07/2017. I currently work here 40 hours a week during the day. I am planning on leaving this job once I get everything up and running as an investment advisor representative.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Hultgren'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®
NoneExperience
Current
June 6, 2022 - Present
ALTERNATIVE INVESTMENT ADVISORS, LLC
Office #1: 5002 S Broadband Lane Suite 100, Sioux Falls, SD 57108RIA
CRD#: 160108
SIOUX FALLS, SD
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".
AI
ALTERNATIVE INVESTMENT ADVISORS, LLC
ALTERNATIVE INVESTMENT ADVISORS, LLC | SWENSON WEALTH MANAGEMENT | FLORIDA FINANCIAL STRATEGIES | FFS1
CRD#: 160108 / SEC#: 801-117266
RIA
Registered Investment Advisory firm - (8/27/2019 Approved)Florida
Registered Investment Advisory firm - (9/23/2019 Terminated)Iowa
Registered Investment Advisory firm - (9/24/2019 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2019 Terminated)Nebraska
Registered Investment Advisory firm - (9/23/2019 Terminated)South Dakota
Registered Investment Advisory firm - (9/23/2019 Terminated)Texas
Registered Investment Advisory firm - (9/23/2019 Terminated)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
South Dakota(6/6/2022)
Current Firm
AI
ALTERNATIVE INVESTMENT ADVISORS, LLC
ALTERNATIVE INVESTMENT ADVISORS, LLC | SWENSON WEALTH MANAGEMENT | FLORIDA FINANCIAL STRATEGIES | FFS1
CRD#: 160108 / SEC#: 801-117266
RIA
Registered Investment Advisory firm - (8/27/2019 Approved)Florida
Registered Investment Advisory firm - (9/23/2019 Terminated)Iowa
Registered Investment Advisory firm - (9/24/2019 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2019 Terminated)Nebraska
Registered Investment Advisory firm - (9/23/2019 Terminated)South Dakota
Registered Investment Advisory firm - (9/23/2019 Terminated)Texas
Registered Investment Advisory firm - (9/23/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
698 North Maitland Avenue Suite 101, Maitland, FL 32751
Mailing Address
Phone number
(407) 261-4242
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,604 |
| AUM (Assets Under Management) | $ 341,046,660 |
Red Flags
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