Advisor at Steward Partners Investment Advisory, LLC
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Firm
Steward Partners Investment Advisory, LLC
Location
Holdrege, NE 68949
Credentials
Series 66
Industry experience
9 years
Eric Sweeney is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Steward Partners since 2017 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Outside of his advisory role, he serves as a board member for the City of Holdrege Airport Board Authority in Holdrege, Nebraska. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party money managers, implementing portfolios across multiple asset classes tailored to client objectives.
Based on Steward Partners Investment Advisory, LLC
Fixed fees for financial planning and consulting services, negotiable based on complexity
$0+: Up to 2.50% annually (maximum program fee) $5,000 - $10,000: Negotiable, example minimum new account values mentioned for some programs $10,000 - $25,000: Negotiable, varies by program $25,000+: Negotiable, varies by program
Commission-based compensation for insurance products and broker-dealer transactions through affiliated SPIS
Hourly fees charged for financial planning and consulting services, rates vary
Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee (Prior to May 2011) is $250, minimum fee may be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; fees can be hourly, fixed, or percentage of assets
718 4th Avenue
Holdrege, NE 68949
Massachusetts · Nebraska · Texas
Steward Partners Investment Solutions, LLC
2022 - Present (4 years)
Steward Partners Investment Advisory, LLC
2017 - Present (9 years)
Steward Partners Global Advisory LLC
2017 - Present (9 years)
Raymond James FInancial Services, Inc.
2017 - 2022 (5 years)
Worcester Holdings LLC
2017 - 2019 (2 years)
WELLS FARGO Advisors, LLC
2016 - 2017 (1 year)
Home Depot
2016 - 2016 (1 year)
SELF-EMPLOYED
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Holdrege, NE
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