Erickson Financial Group, LLC

Erickson Financial Group, LLC (CRD# 299818) is a financial advisory firm headquartered in Allentown, PA. They manage $146,639,746 in 716 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
33 South 7th Street, Suite 300, Allentown, PA 18101
https://www.linkedin.com/company/erickson-financial-group/
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $204,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Erickson Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kerry Erickson, financial advisor Allentown PA
Kerry D. Erickson
CRD#: 4528342
33 South 7th Street, Suite 300, Allentown, PA 18101

Kerry Erickson (CRD# 4528342) is an Investment Advisor Representative working at Erickson Financial Group, LLC in Allentown, PA and has over 21 years of experience in the finance industry.

2
Timothy Erickson, financial advisor Allentown PA
Timothy J. Erickson
CRD#: 6152283
33 South 7th Street, Suite 300, Allentown, PA 18101

Timothy Erickson (CRD# 6152283) is an Investment Advisor Representative working at Erickson Financial Group, LLC in Allentown, PA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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