Donald Erickson, financial advisor Ames IA
96 score

Donald Erickson

CRD Number: 1296053
Current Firm: Clarity Asset Management, Inc.

Donald Erickson (CRD# 1296053) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 30 years of experience in the finance industry.

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Investment Advisors
Professional Designations
Company Name Location Dates Years
Clarity Asset Management, Inc. Ames, IA Nov 2013 - Current 4
Resource Planning Group, Inc. Ames, IA Nov 2013 - Apr 2015 1
Clarity Asset Management, Inc. Ames, IA May 1998 - Nov 2013 15
Resource Planning Group Ames, IA Jul 1986 - Nov 2013 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
Contact Info for Donald L. Erickson
Phone Number: 515-233-3152
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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