Brian Erickson, financial advisor Buena Vista CO

Brian Erickson

CRD Number: 2363536
Current Firm: Ee&a Investment Management

Brian Erickson (CRD# 2363536) is an Investment Advisor Representative working at Ee&a Investment Management in Buena Vista, CO and has over 29 years of experience in the finance industry.

Similar Advisors
Perry Arnold, financial advisor Buena Vista CO
Perry C. Arnold
CRD# 4608600
Arnold Financial Planning
Similar Advisors
Robin Bess, financial advisor Buena Vista CO
Robin A. Bess
CRD# 6290767
Cambridge Financial Advisors, LLC
Similar Advisors
Peter Gabriel, financial advisor Buena Vista CO
Peter L. Gabriel
CRD# 6401666
Cambridge Financial Advisors, LLC
Company Name Location Dates Years
Ee&a Buena Vista, CO Jan 1993 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Brian Erickson
Phone Number: 719-221-5494
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $764,199
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.