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Eric Sink

Advisor at Fidelity — Imperial, MO

Updated today

Credentials

Series 63, Series 66

Experience

8 years

Location

Imperial, MO

Fidelity logo

Fidelity

Institution

Total advisors

17,005

Across 1,873 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Eric Sink is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Citigroup, TD Ameritrade, Ricoh USA, and Hussmann Corporation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and provides oversight of sub-advisers and fund governance.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Imperial, MO

Imperial MO

Advisors at this office

2

Most active in

Missouri · Texas

Work history

8 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTs

2022 - Present • 4 years

Westlake, TX

CiTIGROUP

2020 - 2022 • 2 years

O'Fallon, MO

TD Ameritrade

2017 - 2020 • 3 years

St. Louis, MO

Unemployed

2017 - 2017 • 1 year

St. Louis, MO

Ricoh USA

2017 - 2017 • 1 year

Fenton, MO

Unemployed

2016 - 2017 • 1 year

St. Louis, MO

Hussmann Corporation

2016 - 2016 • 1 year

Bridgeton, MO

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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Bruce K

Series 65

Fenton, MO

Midwest Investment Advisors, LLC

Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.

Options & derivatives strategies Real estate investing Annuities
user avatar

P. Paul A

Crystal City, MO

Jefferson Asset Management

P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Wealth management
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John G

CFP®, Series 65

Fenton, MO

John C. Gower, CFP, EA

John Gower is the sole advisor at John C. Gower, CFP, EA, an independent financial advisory firm. He holds the CFP® and Series 65 designations and has eight years of industry experience, with over 30 years at his current firm. In addition to financial planning, he provides tax preparation services as part of his business. The firm offers fee-only financial planning and investment advisory services primarily to individuals and families, as well as small businesses, trusts, and retirement plans. It manages approximately $42 million in client assets and emphasizes asset allocation, diversification, tax management, and risk control using no-load mutual funds, ETFs, individual securities, REITs, and CDs.

Cash flow / budgeting
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Charles H

CFP®, Series 65

St. Louis, MO

Heisner Financial, LLC

Charles Heisner is a CFP® and Series 65-registered financial advisor with 24 years of industry experience. He is the principal of Heisner Financial, LLC, an independent firm he founded in 2001 in St. Louis, MO. Heisner maintains an active CPA license, which he uses to supplement his financial advisory services. Heisner Financial, LLC provides personal financial planning and investment advisory services to individuals, trusts, and select business clients, integrating tax, bookkeeping, and business consulting with investment advice. The firm manages approximately $37 million in client assets on a non-discretionary basis and offers both ongoing and hourly consulting engagements.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Jay P

CFP®, ChFC®, Series 66

Fenton, MO

AECH Financial

Jay Peters is a CFP® and ChFC® affiliated with AECH Financial, an independent advisory firm, with 11 years of industry experience. He previously worked at Cetera and MSMF Wealth Management from 2016 to 2025. Outside of advising, Peters serves as an elected board member of a homeowners association and is involved in consulting and networking roles in real estate and referral partnerships. AECH Financial, founded in 2025, offers discretionary portfolio management to individuals, trusts, estates, corporations, and ERISA plan sponsors under 3(21) arrangements. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis with both long- and short-term trading and strategic asset allocation, supporting approximately $24 million in assets across 82 client relationships.

Factor investing / smart beta Active portfolio management
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Dwight S

Series 63, Series 65

Waterloo, IL

Schaefer Wealth Management, Inc.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Retirement income strategy General retirement planning Income planning Annuities Options & derivatives strategies Founder/Business Owner Executive
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