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Eric James Gardner

Investment adviser representative at All Star Financial
19 yearsExperience
1 stateRegistered in
CFADesignation
$881.7MFirm 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
  • Pension consulting

Experience

19 years in the industry.

  1. Sequoia Financial Group, LLCMay 2026 to now
  2. All Star Financial Inc.Jul 2022 to now
  3. Kowalski FinancialMar 2019 to Jul 2022
  4. Riversource Distributors Inc.Nov 2017 to Apr 2019
  5. Ameriprise Financial Services, Inc.Jan 2007 to Nov 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (MN).

All Star Financial

Legal name: All Star Financial LLC

$881.7MAssets managed
558Clients
5Advisers
3 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
5152492
Firm CRD
323765
Advisor's SEC record (opens in a new tab)
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