Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
4yrs
Eric Hultgren
Financial advisor at Trajan Wealth
Based in Scottsdale, Arizona, Eric Hultgren is a fiduciary financial advisor with 4 years of industry experience. Eric has been with Trajan Wealth since 2026; before that, Eric spent four years at Alternative Investment Advisors. Trajan Wealth offers investment management and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office18700 North Hayden Road Suite 470, Scottsdale, AZ 85255
FirmTrajan Wealth
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$244,690
Advisors at the firm47
States licensed ?1 state
Services through Trajan Wealth
Investment management for individuals and small businessesChoosing other investment managersNewsletters and publications
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
- Aug 2026 – nowTrajan Wealth, L.L.C.Current firm
- 2022 – 2026Alternative Investment Advisors, LLCPreviously
Contact Eric
(480) 990-3300Trajan Wealth main office 18700 North Hayden Road Suite 470Scottsdale, AZ 85255Office · Get directions YouTube channelTrajan Wealth
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Trajan Wealth at (480) 990-3300 and ask for Eric Hultgren. Eric works from the Scottsdale, AZ office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2022, about 4 years. 4 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?
Trajan Wealth reports being paid by a percentage of the assets they manage, 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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