Morgan Stanley
47yrs
Top advisor by experience in Mequon
1yr
Based in Mequon, Wisconsin, Eric Conner is a fiduciary financial advisor with 1 year of industry experience. Eric has been with Lido since 2025. Lido offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 215 advisors with offices in Mequon, and one of 198 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1333 W Towne Square Road, Mequon, WI 53092
FirmLido
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.93 million
Advisors at the firm319
States licensed ?1 state
Services through Lido
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowLidoCurrent firm
Contact Eric
(800) 301-5436Firm headquarters in Los Angeles, CA. Ask for Eric. 1333 W Towne Square RoadMequon, WI 53092Office · Get directions Firm websiteHTTP://WWW.LIDOADVISORS.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Lido at (800) 301-5436 and ask for Eric Conner. Eric works from the Mequon, WI office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Eric hold?
Series 65. 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?
Lido reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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