Ameriprise Financial Services
43yrs
Top advisor by experience in Caledonia
10yrs
Eric Halverson
Financial advisor at Edward Jones
Eric Halverson has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Caledonia, Minnesota. Eric joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
One of 8 advisors with offices in Caledonia, and one of 7 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office107 E Main St, Caledonia, MN 55921
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Edward Jones at 314-515-2000 and ask for Eric Halverson. Eric works from the Caledonia, MN office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Eric hold?
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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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