Grant Ericksen, financial advisor Holdrege NE

Grant Ericksen

CRD Number: 5518820
Current Firm: Principal Securities, Inc.

Grant Ericksen (CRD# 5518820) is an Investment Advisor Representative working at Principal Securities, Inc. in Holdrege, NE and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Inc. Holdrege, NE Mar 2016 - Current 8
Principal Life Insurance Company Holdrege, NE Jan 2011 - Current 13
Princor Financial Services Corp Holdrege, NE Jan 2011 - Mar 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Grant W. Ericksen
Phone Number: 888-774-6267
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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