Erik Herstad
- Role
- Wealth Manager at Credent Wealth Management
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Erik Herstad
Develop and implement Employee Financial Wellness programs through worksite…
Experience
Wealth Manager
Jan 2016 — Present
Erik M. Herstad is a Financial Advisor at Credent Wealth Management, having joined the firm in early 2016. His role is primarily focused in the area of business development centered around worksite solutions. He works with business owners and human resource representatives to implement a new to market Financial Wellness program to their employees. He will also work with clients and businesses to implement holistic, individualized wealth plans and be a partner with them as they work towards their financial goals. CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing. For important disclosure information regarding services offered through Credent Wealth Management, please visit
Education
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana Wesleyan University
Bachelor of Business Administration (BBA), Business Administration and Management, General
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