Endersbe-Kvittem Team
Erik R. Endersbe, CFP®, CRPC™
Financial Advisor
National Social Security Advisor Certificate Holder
Certified Financial Planner®
Endersbe-Kvittem Team
Erik R. Endersbe, CFP®, CRPC™
Financial Advisor
Certified Financial Planner®
National Social Security Advisor Certificate Holder
Having grown up in the Financial Planning industry, Erik has a passion for helping clients accomplish their financial goals and continuously advocating for them. As a CERTIFIED FINANCIAL PLANNER® (CFP®), he covers all areas of the financial planning spectrum with a focus on Tax Management.
Professional Experience
- Financial Advisor with Signature Wealth Management
- Former Assistant with SagePoint Financial beginning 2010
- Member of the Academy of Preferred Financial Advisors (APFA)
Personal
- Hometown is Eagan, MN
- Lives in Minnetonka with his wife Natalia and sons (Eli and Brady)
- Enjoys spending time with family and friends at the family cabin in Danbury, WI
- Has played and collected guitars since 2002
- Other hobbies include watching sports, attending concerts, golfing, exercising, hunting and traveling
Professional Designations & Licenses
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Retirement Planning Counselor™ (CRPC™)
- National Social Security Advisor Certificate Holder
- Series 7 & Series 66
- Investment Advisor Representative with Osaic Wealth, Inc.
- Life, Accident, Health, and Variable insurance licenses
Education
- University of Nebraska-Lincoln: Bachelor’s of Business Administration Anglo American University, Prague, Czech Republic