Wealth Associate @ (February 2011 - September 2018)
Vice President @ (September 1999 - February 2011)
Erik Geiser Education
Northwestern University
Certificate in Financial Planning Program
2020-2021
University of Louisville College of Business Graduate Programs
Master of Business Administration (MBA)
1992-1995
Wake Forest University
Bachelor of Science (B.S.) (Business)
1984-1988
Council Rock High School 1980-1984
Erik Geiser Skills
Portfolio Management
Series 63
Investments
Series 65
Series 66
Financial Services
Wealth Management
Series 7
Erik Geiser Summary
Erik Geiser, based in Lexington, KY, US, is currently a Founder and Financial Advisor at Geiser Wealth Planning, LLC. Erik Geiser brings experience from previous roles at Baird, Hilliard Lyons and Transamerica. Erik Geiser holds a 2020 - 2021 Certificate in Financial Planning Program @ Northwestern University. With a robust skill set that includes Portfolio Management, Series 63, Investments, Series 65, Series 66 and more. Erik Geiser has 2 mobile phone numbers on RocketReach.
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