Morgan Stanley
47yrs
Top 1% by experience in Illinois
14yrs
Eric Boksa
Financial advisor at Ameriprise Financial Services
Eric Boksa is a fiduciary financial advisor in Barrington, Illinois, with 14 years in the industry. After six years at J.P. Morgan Securities and a year at PNC Wealth Management, Eric joined Ameriprise Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
One of 194 advisors with offices in Barrington, and one of 183 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office800 Hart Rd Suite 390, Barrington, IL 60010
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2018 – 2023J.P. Morgan Securities LLCPreviously
- Sep 2016 – Mar 2018PNC Wealth Management LLCPreviously
- May 2015 – Sep 2016Morgan StanleyPreviously
- 2012 – 2015Edward JonesPreviously
Contact Eric
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Eric. 800 Hart Rd Suite 390Barrington, IL 60010Office · Get directions LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Ameriprise Financial Services at (612) 671-3131 and ask for Eric Boksa. Eric works from the Barrington, IL 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?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Illinois
Morgan Stanley
46yrs
Top 1% by experience in Illinois
Morgan Stanley
46yrs
Top 1% by experience nationwide
Ameriprise Financial Services
44yrs
Top 1% by experience in Illinois
Hemsley Advisors
44yrs
Top 1% by experience in Illinois