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Overview

Services

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Funds

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kalos Capital 4 years, 9 months May 2011 - Present
Financial Planning Associates,Inc. 3 years, 7 months Oct 2007 - May 2011
Alternative Wealth Strategies, Inc. 3 years, 4 months Oct 2007 - Feb 2011
First National Bank of Arizona 2 years, 9 months Dec 2004 - Sep 2007
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Eric Peter Weschke?
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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    10
  • as of date
    Dec 2, 2014
FINRA
FINRA
  • license status
    Registered
  • disclosures
    12
  • as of date
    Dec 2, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Kalos Capital, Inc.

Last updated on Nov. 29, 2004
    • $7.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 120
      Accounts
    • $65.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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