Broker Check
E. Erik Gauger, CFA, CFP, CPFA, QKA

E. Erik Gauger, CFA, CFP, CPFA, QKA

Principal

E. Erik Gauger, CFA, CFP, CPFA, QKA is the Principal at e2 Retirement Consulting, specializing in providing fiduciary advice for retirement clients and corporate retirement plans. With over 28 years of experience in the financial services industry, Erik's career has been shaped by various roles, including time with the DC Advisory Group at UBS, as a retirement-plan specialist with Strong Capital Management, and as a regional director for The MHK Group Retirement Partners.

Throughout his career, Erik has obtained a range of securities licenses, including Series 6, 7, 24, 31, 63, and 65. He holds several professional designations, such as Chartered Financial Analyst®, Certified Financial Planner™, Certified Plan Fiduciary Advisor, Chartered Retirement Plan Specialistâ„ , Accredited Investment Fiduciary®, and Qualified 401(k) Administrator. An alumnus of the University of Wisconsin-Whitewater, Erik earned his B.B.A. with a focus on finance and economics. In 2013, he completed his Masters of Security Analysis and Portfolio Management from Creighton University and is currently pursuing his doctorate at Marquette University.

Erik's motivation lies in applying customized solutions from the universe of investments and platforms. He believes in providing clients with the application of tailored strategies in a fiduciary capacity.

Hailing from the semi-rural town of Burlington, WI, Erik has made Menomonee Falls, WI, his home, where he lives with his partner, Michelle, and their son, Ethan. Committed to both his profession and community, Erik actively participates in various organizations. He is a member of the CFA Society Milwaukee, the American Society of Pension Professionals and Actuaries, and Wisconsin Retirement Plan Professionals, Ltd. Additionally, he serves as the President of the Wisconsin Financial Literacy Foundation.



Erik's upbringing with his father, a self-taught outdoorsman, instilled a love for hunting and fishing. While he still enjoys these activities, his time is now primarily spent running and golfing. Passionate about learning and staying updated on cutting-edge strategies for investing, planning, and retirement, Erik is driven to provide the best for his clients.