Eric Egan Kirste
Investment adviser representative at Savvy
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- SavvyJul 2022 to now
- Savvy Advisors, Inc.Jun 2022 to now
- UnemployedJan 2022 to Jun 2022
- Wipfli Financial Advisors, LLCApr 2020 to Jan 2022
- Wipfli Financial Advisors, LLCJun 2018 to Mar 2020
- Hewins Financial Advisors, LLCMay 2018 to Jun 2018
- Ehlert Financial GroupJul 2017 to Mar 2018
- UnemployedSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3245871
- Firm CRD
- 318493