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EJ

Eric James Schindler

Investment Adviser Representative at Momentum Independent Network Inc.

Eagle, IDCRD #1439999Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric James Schindler is an investment adviser representative with Momentum Independent Network Inc. in Eagle, ID, where they have been registered since 2025. They have worked in the securities industry since 1986 and have been registered with 5 firms, including LPL Financial LLC and Cetera Advisors LLC. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California and Idaho.

Office

1119 E State St., Suite 100
Eagle, ID 83616

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Idaho
Broker:
2 states and territories

California, Idaho

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/9/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/6/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/17/1986
Series 24
General Securities Principal Examination
Passed 5/5/1997

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Momentum Independent Network Inc.Current
9/29/2025 – Eagle, ID
LPL Financial LLC
4/21/2016 – 9/30/2025Eagle, ID
Cetera Advisors LLC
2/28/2012 – 4/22/2016La Mesa, CA
Pacific WEST Financial Consultants Inc
6/17/2005 – 2/28/2012La Mesa, CA
National Planning Corporation ("NPC OF America" IN FL & NY)
5/24/2000 – 6/17/2005La Mesa, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial, LLC
    Apr 2016 – Sep 2025La Mesa, CA
  2. Momentum Independent Network Inc.
    Sep 2025 – no end date reportedEagle, ID

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Momentum Independent Network Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
128
Offices listed on AdvisorFinder:
56
Main office:
Dallas, TX
SEC file number:
801-60812

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 11, 2026

View full firm profile

Other advisors at Momentum Independent Network Inc.

Showing 12 of 128 in the directory

View Momentum Independent Network Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric James Schindler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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