Eric Steven Unger
Investment adviser representative at Private Client Services, LLC
20 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
Are you Eric Steven Unger? Claim your profile
Contact this firm
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
20 years in the industry.
- Private Client Services, LLCMay 2017 to now
- Affiance FinancialJul 2006 to now
- Cetera Advisor Networks LLCJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 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
- 5198629
- Firm CRD
- 120222