Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 3 years, 5 months Jun 2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporatedcrystal Lake, Il 3 years, 7 months Apr 2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 3 years, 7 months Apr 2015 - Present
Berls Asset Management LLC 8 years, 4 months Jul 2010 - Present
Berls Asset Management LLC 4 years, 9 months Jul 2010 - Apr 2015
Eric Berls 1 year, 4 months Mar 2009 - Jul 2010
Charles Schwab Bank, N.A. 1 year, 4 months Oct 2007 - Feb 2009
Charles Schwab and Co. 1 year, 6 months Aug 2007 - Feb 2009

Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Eric Berls

Convert Your 401k to a Roth 401K?
Published 2013-05-08 13:01:00
How to choose your 401(k) investments
Published 2013-04-26 11:22:15
Do You Have an Investment Committee?
Published 2013-03-28 09:27:03
Meet the Simple IRA
Published 2013-03-27 08:44:59
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can I find out what's in my 401k plan that I have with W.E Bassette Company I had worked for them from 1980-1987 I have moved out of state and what like to get some type of information on what I have available?
    Hello Donita,The best place to start is to contact your former employer's Human Resources Department. They will be able to tell you which provider manages their 401(k) plan. You can then contact that firm directly to determine what you have available. ...  (more)
    Answered May 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Aug 2, 2017
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Aug 2, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Merrill Lynch, Pierce, Fenner & Smith Incorporated

      Last updated on Nov. 1, 2018
        • $819.8B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 2M
          Accounts
        • $360.8K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.