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Eric LeeIndependent Wealth Adviser
Corrie PfeifleClient Services Manager
Independent Wealth Adviser
Eric Lee is the Founder of Purple Wealth and is now an Independent Wealth Adviser with United Capital. He is in his 22nd year in the profession of financial advice. As a second-generation adviser, he was raised around the investment business. In the summer of eighth grade, Eric’s father required him to start investing 50 percent of his lawn-mowing earnings into a solid investment company. He still owns that investment today, which formed the foundation of his belief in long-term investing. In the ninth grade, Eric dabbled in purchasing stock options on a national restaurant chain. This experience taught him firsthand the importance of capital preservation and the lifelong lesson that avoiding big investment losses is the key to long-term investment success. Eric began pursuing his entrepreneurial spirit during college, where he started a successful enterprise selling custom-designed T-shirts to fraternities, sororities and various clubs at the University of Wyoming and also his own booth at the 50th annual Sturgis Motorcycle Rally in 1990. The T-shirt business formed a tenacious focus on understanding his customers’ needs and serving their best interests, as well as a burning desire to learn, grow and innovate.
After nine years as a professional Financial Adviser, Eric resigned from Merrill Lynch and the traditional brokerage business in 2001 to found Purple Wealth (formerly known as KT Investment Advisors) because he believed that objective, unbiased financial guidance is a fundamental need for everyone. His vision was simple: Provide a service that he would buy himself if he were the client. Eric says: “I, myself, needed more than simply investment ideas.” Like many of his clients, Eric is a business owner and a professional working fulltime in his business. He has a fulfilling, extraordinarily busy family life, owns investment real estate, and has multiple types of investment accounts. He juggles the responsibility of supporting his immediate family and the needs of extended family as they enter their elder years. Eric understands first hand that investments, insurance, tax planning, employee benefits, estate planning, etc. are continuous and burdensome for many successful families. Eric and the team at Purple Wealth have developed a system to keep all aspects of wealth management highly organized, proactive and focused on turning life’s aspirations into realities. Eric says he’s most proud of how transparent, honest and unbiased his team is with clients in their approach.
Eric has been honored multiple times in Barron’s magazine, America’s premier financial magazine for senior executives, institutional investors and affluent individuals, as one of the Top 1,000 Financial Advisers in the nation. Eric has consistently been named to the LPL Financial Chairman’s Club. This distinction is based on total annual production and a ranking of all registered advisers supported by LPL Financial, the nation's largest independent broker/dealer, and is awarded to fewer than six percent of the firm’s more than 13,000 advisers nationwide. Eric’s primary responsibility is to plan and direct all aspects of the firm’s investment strategy. He leads the research, evaluation and selection of investment vehicles for client portfolios. Eric holds the Series 7 and 63 securities registrations as well as Health and Life Insurance licenses. Eric graduated from the University of Wyoming in 1990. In addition to his professional activities, Eric has been an active volunteer in the community, previously serving as President of Big Brothers Big Sisters of the Black Hills, United Way of the Black Hills Board member, Junior Achievement, Wellspring Board Member, Rapid City Regional Hospital Advisory Council and Treasurer for Black Hills Rapids Soccer Club, among others. Eric and his wife, Terri, have two middle school-age daughters.
Securities offered through Girard Securities, Inc. (“Girard”), a registered brokerdealer, member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Girard and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.
Client Services Manager
Corrie Pfeifle is responsible for handling the administrative details of client accounts. She is also responsible for maintaining organizational procedures to ensure efficient operations within and between members of the firm. In addition, she is tasked with the administration required to ensure compliance with all regulatory requirements in the financial services industry. Corrie brings over 20 years’ experience in financial services to the team. Corrie spent over 10 years in the banking industry, working in escrow, installment and commercial loans before joining Tom Lee’s independent LPL financial office in 1998. In 2001, Corrie was one of the original members of the Purple Wealth team. In 2011, Corrie earned Specialist-, Associates- and Bachelor-level credentials through LPL Financial’s Admin U. Of 1,584 students in the program, Corrie was one of only 180 nationwide to complete all three levels, focusing on maximizing precision, dedication and efficiency in the areas of client service, office management, leadership, marketing and operations. Corrie serves as the Executive Secretary of the West River Estate and Financial Planning Council. She is originally from Montana but has made Rapid City her home since 1985. She has three grown children and lives in Rapid City with her husband, Dale. Corrie enjoys travel, sports and family get-togethers.
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909 St. Joseph Street, 3rd Floor
Rapid City, SD 57701
Investment Advisory Services offered through United Capital Financial Advisers, LLC. Purple Wealth and United Capital are not affiliated.
Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.