Eric Kohlmeier

Senior Financial Advisor, Managing Director - Investments

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How I serve my clients

My days are busy with running my practice…but what does that really mean? Learn more about what I’m doing behind the scenes to help build, manage, and preserve my clients’ wealth:
 

Servicing clients

I’m making calls and meeting with my clients. This includes having conversations with client’s friends and family members in an effort to help them with their financial and investment questions.
 

Updating plans and investment portfolios
Wealth and retirement planning is not a one-and-done thing—it requires reviews, assessments, and making adjustments to keep plans in sync with changing markets and lives.

 
Continuing education
A licensed financial advisor is required to keep up to date on new regulations and other changes in the industry. I am continually educating myself to gain investment knowledge and maintain my registrations.

 
Put hard work and dedication to work for you. Please call me at (201) 505-0472 or email me at eric.kohlmeier@wellsfargo.com

Meet Our Team

Contact

phone

Phone

201.505.0472

address

Address

100 Park Avenue, 
Park Ridge, NJ  07656

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2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

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Wells Fargo Investment Institute State of the Markets

State of the Markets

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Market Commentary

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Bond Market Commentary

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Global Perspectives

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Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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LifeScapes

Lifescapes is your connection to insights and strategies from Wells Fargo Advisors.

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Alternative Investment Strategies

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

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  • Not Insured by the FDIC or Any Federal Government Agency
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  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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