Steven S. Erickson
ERICKSON FINANCIAL SOLUTIONS
Jefferson City, MO
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CRD#: 2530121
Professional summary
Steven Scott Erickson, CFP® is a registered financial advisor currently at ERICKSON FINANCIAL SOLUTIONS, LLC located in Jefferson City, Missouri.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Steven has worked at 6 firms and has passed the Series 63 and Series 7 exams.
Biography
Erickson Financial Solutions has a tradition of competency and caring for their clients. The President, Steven S. Erickson, began serving as an investment advisor and financial advisor in 1994. Since then his firm has stressed dedication to the client's goals and continued personal training so the client could be more competently served. The firm provides Comprehensive Planning, Retirement Preparation Planning, Retirement Lifestyle Retention Planning, and Portfolio Managemnt. As the only full time Fee-Only advisor in Mid-Missouri, Erickson Financial Solutions is uniquely qualified and independent to exclusively serve the needs of the client.
Steve’s wife works as attorney and they have two wonderful sons with whom they volunteer their time at school and youth sports. Steve is a Rotarian serving the public good. He enjoys spending as much time as possible with his family. Steve also loves to golf and has a passion for playing and teaching competitive bridge.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Erickson Services, LLC. Not investment related,2212 Anderson Drive, marketing, 100% owner, President, no relation to other business, 1 hour/month, no time during security trading hours, provide advice on marketing.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Scott Erickson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
June 25, 1996 - Present
ERICKSON FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 115523
Jefferson City, MO
Past
January 4, 2007 - March 20, 2017
ERICKSON FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 142155
COLUMBIA, MO
Past
January 26, 1999 - October 18, 2000
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
GREEN BAY, WI
Past
July 25, 1996 - December 14, 1998
CFD INVESTMENTS, INC.
BD
CRD#: 25427
KOKOMO, IN
Past
August 18, 1994 - July 26, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
August 18, 1994 - July 26, 1996
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(6/25/1996)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
EF
ERICKSON FINANCIAL SOLUTIONS, LLC
ERICKSON FINANCIAL SOLUTIONS | INVESTMENT AND TAX STRATEGIES, LLC | FEE-ONLY INVESTMENT ADVISORS, LLC | ERICKSON FINANCIAL SOLUTIONS, LLC
CRD#: 115523 / SEC#:
Missouri
Registered Investment Advisory firm - (6/25/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Jefferson City, MO
Mailing Address
Phone number
(573) 874-3888
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 4,500,000 |
Red Flags
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