HBW Advisory Services
43yrs
Top advisor by experience in Eagle
14yrs
Eric Staab is a fiduciary financial advisor in Eagle, Idaho, with 14 years in the industry. After 11 years at U.S. Bancorp Investments and three years at Edward Jones, Eric joined U.S. Bancorp Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. U.S. Bancorp Advisors reports being paid through a percentage of assets.
One of 202 advisors with offices in Eagle, and one of 191 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office150 W State St, Eagle, ID 83616
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?2 states
Services through U.S. Bancorp Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowU.S. Bancorp Advisors, LLCCurrent firm
- 2015 – 2026U.S. Bancorp Investments, Inc.Previously
- 2012 – 2015Edward JonesPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Eric Staab. Eric works from the Eagle, ID office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2012, about 14 years. 14 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?
U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, 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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