AdFi
EA

Erik Alan Eklof

Investment Adviser Representative at RETIREMENT PLANNERS OF AMERICA

Plano, TXCRD #4184022Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

Erik Alan Eklof has worked in the securities industry since 2015. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/6/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 5/31/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/10/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/9/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Retirement Planners OF America Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RETIREMENT PLANNERS OF AMERICACurrent
1/29/2024Plano, TX
MCGOWAN GROUP ASSET MANAGEMENT, INC.
6/14/20213/18/2022Dallas, TX
USAA INVESTMENT MANAGEMENT COMPANY
9/10/20189/30/2019Addison, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RETIREMENT PLANNERS OF AMERICA

Showing 12 of 35 in the directory

View RETIREMENT PLANNERS OF AMERICA firm profile
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. Erik Alan Eklof 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.

Erik Alan Eklof - Financial Advisor in Plano, TX | AdvisorFinder