Michelle Erickson (CRD# 6363942) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 8 years of experience in the finance industry. Michelle Erickson 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | Apr 2021 - Current | 2 |
| Journey Tree Financial Planning And Investments | Eugene, OR | Jul 2018 - Mar 2021 | 2 |
| Oregon Networking Exchange | Eugene, OR | Mar 2017 - Jul 2018 | 1 |
| Waddell & Reed, Inc. | Eugene, OR | Apr 2015 - Jun 2018 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Eugene, OR | Apr 2015 - Jun 2018 | 3 |
| Pacific Continential Bank | Eugene, OR | Aug 2004 - Apr 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- TX
- WA
-
Total Assets Under Management192,398MILLIONS
-
Total Number of Accounts269,289ACCOUNTS
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Average Account Value$714,467
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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