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Eric William Marquardt

Investment adviser representative at Rossjohnson & Associates, LLC
38 yearsExperience
2 statesRegistered in
$211.6MFirm assets
6 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 assetsCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

38 years in the industry.

  1. Rossjohnson & Associates, LLCSep 2020 to now
  2. Penn MutualJul 2019 to now
  3. Farmers Financial Solutions, LLCSep 2000 to now
  4. Farmers Ins GroupApr 1988 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Rossjohnson & Associates, LLC

$211.6MAssets managed
274Clients
4Advisers
6 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
4184598
Firm CRD
297583
Advisor's SEC record (opens in a new tab)
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