Eric Mathew Kaleta
Investment adviser representative at Lri Investments
15 yearsExperience
2 statesRegistered in
$2.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Jkj Retirement ServicesJul 2026 to now
- Lri Investments, LLCMay 2024 to now
- M Holdings Securities, Inc.May 2024 to now
- Lindberg & RippleMay 2024 to Jun 2026
- Virtus Investment PartnersDec 2011 to May 2024
- Vp Distributors LLCDec 2011 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CT, PA).
Lri Investments
Legal name: Lri Investments, LLC
$2.8BAssets managed
582Clients
25Advisers
2 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
- 4062979
- Firm CRD
- 323556