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 2 states (or territories).

Current Firm Details
200 1st Ave W, #401, Seattle, WA 98119
https://www.facebook.com/seattlecpa/
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
The map below shows states where this firm has explicit registration only.

OH, WA

Financial Advisors at Erickson Wealth & Tax Management
Showing 1 - 4 of 4 top financial advisors.
1
W. Curtis Erickson, financial advisor Seattle WA
W. Curtis Erickson
CRD#: 4093584
200 1st Ave W 401, Seattle, WA 98119

W. Curtis Erickson (CRD# 4093584) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 24 years of experience in the finance industry.

2
John Okorowski, financial advisor Seattle WA
John K. Okorowski
CRD#: 718090
200 1st Ave W, #401, Seattle, WA 98119

John Okorowski (CRD# 718090) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 43 years of experience in the finance industry.

3
Lauren Vignec, financial advisor Seattle WA
Lauren J. Vignec
CRD#: 5647044
200 1st Ave W, #401, Seattle, WA 98119

Lauren Vignec (CRD# 5647044) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 17 years of experience in the finance industry.

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

James Woodworth (CRD# 1689271) is an Investment Advisor Representative working at Erickson Wealth & Tax Management in Seattle, WA and has over 35 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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