Mary Ericksen, financial advisor Bend OR

Mary Ericksen

CRD Number: 6425213
Current Firm: Buckingham Strategic Wealth, LLC

Mary Ericksen (CRD# 6425213) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Bend, OR and has over 10 years of experience in the finance industry. Mary Ericksen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Buckingham Strategic Wealth, LLC Clayton, MO Jan 2019 - Current 5
Griffon Financial Planning, Inc. Bend, OR Oct 2014 - Dec 2018 4
Ashland Partners, LLC Jacksonville, OR Jan 2013 - Oct 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Mary L. Ericksen
Phone Number: 314-725-0455
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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