Erica Traulsen (CRD# 7702621) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Sacramento, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services | Livonia, MI | Mar 2023 - Current | 1 |
| Unemployed | San Diego, CA | Jan 2023 - Feb 2023 | < 1 |
| Bioriginal Food & Science | Anaheim, CA | Mar 2021 - Dec 2022 | 1 |
| Watanabe, LLC | Solana Beach, CA | Oct 2019 - Mar 2021 | 1 |
| Unemployed | Vista, CA | Aug 2019 - Sep 2019 | < 1 |
| Daniel Danker | San Francisco, CA | May 2018 - Jul 2019 | 1 |
| Dream, Inc. | Chicago, IL | Jul 2017 - Apr 2018 | < 1 |
| Private Estates/ Households | Chicago, IL | Mar 2016 - May 2017 | 1 |
| Chicago Folks Operetta | Chicago, IL | Jun 2015 - Dec 2015 | < 1 |
| University Of Chicago | Chicago, IL | Sep 2014 - Sep 2015 | 1 |
| Unemployed | Folsom, CA | Jul 2014 - Sep 2014 | < 1 |
| Cyrano's Farm Kitchen | Chicago, IL | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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