Eric Bell and Emerson Equity Face $542,000 Investor Complaint Investigation

Financial Advisor Lost My Money

Eric Bell (Emerson Equity) – Greenwood Village, CO: Haselkorn & Thibaut Investor Alert & Research Report

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into Eric Bell (CRD# 7015161), a financial advisor based in Greenwood Village, Colorado associated with Emerson Equity and doing business as Tangible Wealth Solutions. With over 50 years of combined experience, a 98% success rate, and millions recovered for investors, our attorneys are committed to helping individuals who may have experienced unnecessary losses. If you have questions or concerns about your investments with Eric Bell or Emerson Equity, call for a free, confidential consultation at 1-888-994-8066.

Overview: Who Is Eric Bell?

Eric Bell is a licensed broker and investment advisor currently registered with Emerson Equity, operating through Tangible Wealth Solutions in Greenwood Village, CO. According to public records, Mr. Bell has six years of experience in the securities industry. He has been registered with Emerson Equity since 2020, after previously working with Colorado Financial Services Corporation from 2018 to 2020.

Mr. Bell’s credentials include passing three industry exams:

  • Securities Industry Essentials (SIE)
  • Direct Participation Programs Representative (Series 22)
  • Uniform Securities Agent State Law Examination (Series 63)

On his professional profile, Mr. Bell is highlighted as Vice President at Tangible Wealth Solutions, focusing on deal structuring, identifying asset opportunities, and optimizing investment strategies. The firm’s stated approach emphasizes “risk mitigation,” a “disciplined investment process,” and a “long-term growth mindset.”

Red Flag: Investor Complaint Against Eric Bell

While the majority of Eric Bell’s reported history is clear, one recent and noteworthy investor complaint has been filed that investors should carefully review before engaging with this advisor.

Complaint Date Status Allegations Claimed Damages
July 2025 Pending Negligence, breach of fiduciary duty, fraud, and violation of state and federal securities law while acting as an Emerson Equity representative $542,000

This investor complaint alleges that Mr. Bell’s conduct resulted in significant losses, specifically claiming:

  • Negligence (failure to meet the duty of care owed to the client)
  • Breach of fiduciary duty (not acting in the client’s best interests)
  • Fraud (misrepresentation or omission of important facts)
  • Violations of state and federal securities laws

The allegation is currently pending and has not been resolved. It is important for investors to know that a pending allegation does not imply guilt, but it does suggest a situation that warrants caution and further investigation. Investors should be aware that even a single high-value complaint can be a critical sign to investigate further, especially when trusting an advisor with significant savings.

Public Regulatory Background Check: Eric Bell & Emerson Equity

To provide a clear, comprehensive view, Haselkorn & Thibaut has reviewed the major public regulatory sources for information on Eric Bell and his professional history. Here’s what we found:

  • FINRA BrokerCheck: Review Eric Bell’s profile for the most current and official regulatory filings.
    • No prior complaints, customer arbitrations, or regulatory actions before 2025
  • SEC EDGAR and Litigation Records:
    • No federal regulatory actions, cease-and-desist orders, or SEC enforcement proceedings
    • No indexed civil suits in PACER or federal legal news
  • State and Local Regulatory Checks:
    • No reports of disciplinary actions in Colorado or other principal states of registration
  • Online & Media Scans:
    • No previous media coverage or public allegations prior to this 2025 complaint
    • No consumer-protection or class-action lawsuits surfaced in major legal outlets

Complete Complaint and Investigation Summary

Date Status Allegations Amount Claimed
July 2025 Pending
  • Negligence
  • Breach of fiduciary duty
  • Fraud
  • Violations of state and federal securities laws
$542,000

No other complaints, arbitrations, or regulatory actions were identified as of the latest review.

What Does Negligence Mean for Investors?

When a financial advisor is accused of negligence, it means they may have failed to act with the level of care that a prudent professional is expected to maintain. Negligence can include actions such as:

  • Making unsuitable investment recommendations
  • Failing to diversify a client’s portfolio
  • Not performing proper due diligence on investment products

If proven, negligence can result in real losses for investors — but it also gives affected individuals the right to pursue recovery.

Next Steps for Investors Concerned About Eric Bell or Emerson Equity

If you or someone you know invested with Eric Bell (CRD# 7015161), Tangible Wealth Solutions, or Emerson Equity and experienced unexpected losses, you may have a legal claim for recovery. Haselkorn & Thibaut’s experienced investment fraud lawyers provide free confidential consultations nationwide.

  • No recovery, no fee — you do not pay unless we win your case
  • Over 50 years of combined securities law experience
  • 98% success rate, millions of dollars recovered for clients

Your financial future deserves vigilant protection. If you are unsure about the safety of your accounts, or you want to know if your losses were the result of advisor negligence or misconduct, call Haselkorn & Thibaut at 1-888-994-8066 for a free and confidential case evaluation.

We are here to give you the clarity and advocacy you need. Contact us today — your consultation is free, and your peace of mind is our priority.

Disclaimer: The information contained in any post on this website is derived from publicly available sources and is not guaranteed as to accuracy and often involves allegations which may or may not be proven at some point in the future. All posts are believed to be accurate as of the time of original posting, but the accuracy and details are subject to and expected to change over time and which may contain opinions of the author at the time posted.
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