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Eric D Mcguire

Investment adviser representative at Pension Consultants Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm 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 feePerformance-basedOther

Services the firm offers

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

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Pension Consultants, Inc.Jun 2025 to now
  2. Bank of BillingsJun 2024 to Jun 2025
  3. Guaranty BankSep 2022 to Jun 2024
  4. Simmons BankSep 2016 to Sep 2022

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Pension Consultants Inc

$5.4BAssets managed
88Clients
6Advisers
27 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
8168101
Firm CRD
113914
Advisor's SEC record (opens in a new tab)
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