Erickson Wealth & Tax Management

Erickson Wealth & Tax Management (CRD# 127537) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Erickson Wealth & Tax Management
Showing 1 - 5 of 5 top financial advisors.
1
W. Curtis Erickson
CRD#: 4093584
200 1st Ave W 401, Seattle, WA 98119
93
Wealthminder
score

W. Curtis Erickson (CRD# 4093584) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 16 years of experience in the finance industry.

2
Geoffrey H. Garrett
CRD#: 5717638
200 1st Ave W, #401, Seattle, WA 98119
93
Wealthminder
score

Geoffrey Garrett (CRD# 5717638) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 7 years of experience in the finance industry.

3
Lauren J. Vignec
CRD#: 5647044
200 1st Ave W, #401, Seattle, WA 98119
93
Wealthminder
score

Lauren Vignec (CRD# 5647044) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 9 years of experience in the finance industry.

4
James D. Woodworth
CRD#: 1689271
200 1st Avenue West, Suite 401, Seattle, WA 98119
93
Wealthminder
score

James Woodworth (CRD# 1689271) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 27 years of experience in the finance industry.

5
Casey J. McKinlock
CRD#: 6415343
200 1st Ave W, #401, Seattle, WA 98119
88
Wealthminder
score

Casey McKinlock (CRD# 6415343) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 2 years of experience in the finance industry.

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