Kurt Erickson, financial advisor Duluth MN
93 score

Kurt Erickson

CRD Number: 4573212
Current Firm: Morgan Stanley

Kurt Erickson (CRD# 4573212) is an Investment Advisor Representative working at Morgan Stanley in Duluth, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Duluth, MN Dec 2012 - Current 4
Lpl Financial Cloquet, MN Aug 2012 - Dec 2012 < 1
Unemployed Esko, MN Apr 2012 - Aug 2012 < 1
M&i Bank Superior, WI Nov 2007 - Apr 2012 4
Wells Fargo Investments, LLC Duluth, MN Jul 2002 - Sep 2007 5
Wells Fargo Bank Duluth, MN Jul 1988 - Sep 2007 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Kurt E. Erickson
Phone Number: 914-225-5510
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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