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Advisors / Minnesota / Bloomington
23yrs

Eric Ekman

Financial advisor at Wells Fargo Advisors

Eric Ekman has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Bloomington, Minnesota. After a year at RBC Capital Markets and two years at Questar Asset Management, Eric joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.

One of 568 advisors with offices in Bloomington, and one of 486 fiduciaries.

Bloomington, MN 55437Fiduciary advisor
Call the officeDirections

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors in Minnesota
Office8500 Normandale Lake Blvd Suite 1710, Bloomington, MN 55437
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now
  2. 2020 – now
  3. Jan 2019 – Jan 2020
  4. 2016 – 2018
    Questar Asset Management, Inc.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Eric

How do I contact Eric?

Call Eric’s local office at (952) 835-3111 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Ekman.

How long has Eric been a financial advisor?

Eric has been in the industry since 2003, about 23 years. More experience than 69% of advisors in Minnesota.

What licenses does Eric hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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