Erickson Financial Solutions, LLC

Erickson Financial Solutions, LLC (CRD# 115523) is a financial advisory firm headquartered in Columbia, MO. They manage $4,600,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $164,286
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
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.

MO

Financial Advisors at Erickson Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven S. Erickson
CRD#: 2530121
3610 Buttonwood Drive, Suite 200, Columbia, MO 65201
96
Wealthminder
score

Steven Erickson (CRD# 2530121) is an Investment Advisor Representative working at Erickson Financial Solutions, LLC in Columbia, MO and has over 23 years of experience in the finance industry. Steven 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.

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