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I help people experience the fruit of a rock-solid financial foundation.

Eric C Hagen


Wealth Manager

Investment Adviser Representative


  • Investment Adviser Representative (Series 66)
  • General Securities Representative (Series 7)
  • Insurance Producer - Life, Long-Term care, variable annuity

Eric has spent his entire life in the Twin Cities metro area.  He grew up in Excelsior before graduating from Bethel College in St. Paul with a BA in Business.  He met his wife Kelly, a Registered Nurse, at Bethel & they now reside in Eden Prairie with their 5 children.  Along with spending time with his family, he enjoys Northern Minnesota, golfing, boating, hunting, fishing & flying.

Eric has committed his career to helping empower people to experience the fruit of a rock-solid financial foundation.  His clients often refer to him as their general manager for whom he manages a team of professionals, each suited for a different position, to work together for his clients best interests.

While any successful company has a Chief Financial Officer (CFO) to help the owners make good financial decisions, Eric believes that any successful individual, couple or family also needs someone to come alongside them to help them track, navigate & monitor the complexities of today's world.  CLICK HERE to learn more about Eric's services and how he may be able to enhance what you've already been able to accomplish.

Eric has been featured in both Mpls/St. Paul magazine as well as Twin Cities Business magazine.

Eric chooses to affiliate with independent broker/dealer - NEXT Financial Group, Inc.

Eric is an Investment Adviser Representative having pursued & passed the FINRA Series 66 Uniform Securities Agent/Registered Investment Adviser examination.  He is also a General Securities Representative having pursued & passed the Series 7 securities examination.  He is also licensed by the state of Minnesota as an Insurance Producer in the following areas - life, health, variable annuity & long-term care.

For more disclosure about Eric, you can view a report by the Financial Industry Regulatory Authority (FINRA) by using their FINRA BrokerCheck tool.


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