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Eric Pampel

Advisor at Pampel & Associates, Inc.

Updated today

Location

Monticello, IN 47960

Credentials

Series 65, Series 66

Industry experience

25 years

About

Eric Pampel is a financial advisor with Pampel & Associates, Inc. in Monticello, IN, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Pampel & Associates since 2000 and has also worked at Pampel Securities, Inc. since 1998. In addition to his advisory role, he is an independent insurance agent. Pampel & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Client services

Based on Pampel & Associates, Inc.

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Pampel & Associates, Inc.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy

Occupation focus

Based on Pampel & Associates, Inc.

Founder/Business Owner

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Fee options

Percentage

$0 - $750,000: 0.75% $750,000 - $1,500,000: 0.70% $1,500,001 - $3,000,000: 0.65% Over $3,000,000+: 0.55%

Commissions

Commission-based compensation earned separately by licensed insurance agents affiliated with the firm for selling insurance products

Project-based

Up to $100 per hour, negotiable depending on complexity and scope

Other

Account minimum: No minimum account size; however, there is a minimum annual fee of $20 Minimum fee: Minimum annual fee of $20 applies, on a household level rather than individual account

Location

101 S Main St

Monticello, IN 47960

Most active in

California · Indiana · Michigan · Texas

Work history

Pampel & Associates, Inc.

2000 - Present (26 years)

Pampel Securities, Inc.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Austin W

Series 65

Monticello, IN

Pampel & Associates, Inc.

Austin Woolley is a financial advisor at Pampel & Associates, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at AuthenticX and Regions Bank. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Richard Q

Series 63

Delphi, IN

StoneX Advisors Inc.

Richard Quirk is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 46 years of industry experience and has been with StoneX Advisors Inc. since 2015. Outside of his advisory role, he is the owner of Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement various investment strategies across multiple platforms.

ESG / Sustainable investing

Adam B

Series 66

Delphi, IN

Edward Jones

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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Stephen D

Series 66

Monticello, IN

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Stephen Dold is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Cambridge in 2017. Outside of his advisory role, he is involved in coaching basketball and football at Twin Lakes School Corporation in Monticello, IN, and is part-owner of a bakery business. Cambridge Investment Research Advisors serves a diverse range of individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Shannon M

Series 63, Series 65

Monticello, IN

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Shannon Mattix is a financial advisor at LPL Enterprise with over 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for three decades before joining LPL Enterprise. Outside of his advisory role, Mattix serves as chairman of the White County Republican Party and is a member of the White County Area Plan Commission in Monticello, Indiana. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model portfolios, and third-party asset management programs, with a broad offering of securities and insurance products through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Christopher D

CFP®, Series 63, Series 66

Monticello, IN

Cambridge Investment Research Advisors

Christopher Dold is a CFP® with 27 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 18 years with Lincoln Financial Advisors Corporation. Dold serves as a board member and volunteer at the Lafayette Adult Resource Academy. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver investment advice.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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