EH

Erin Hanson

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CRD#: 2673104
EH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Erin Hanson, who also goes by Erin Edwardsen, was a registered financial professional .

Erin is a previously registered financial professional and started their career in finance in 2016. Erin had worked at 2 firms and has passed the Series 63 and Series 65 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Erin Edwardsen

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 1, 2018 - February 26, 2019

RELEVE FINANCIAL GROUP

RIA
CRD#: 285243
WOODBURY, MN
Past

March 24, 2016 - May 28, 2018

NUMBERS BY TOM PASKE & DIANE KRAMER, INC.

RIA
CRD#: 115193
BLOOMINGTON, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
RELEVE FINANCIAL GROUP
DAWN DAHLBY | RELEVE FINANCIAL GROUP, LLC | RELEVE FINANCIAL GROUP | JURKOVICH, DAWN

CRD#: 285243 / SEC#: 801-108540

RIA
Registered Investment Advisory firm - (11/4/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam

Current Firm


RF
RELEVE FINANCIAL GROUP
DAWN DAHLBY | RELEVE FINANCIAL GROUP, LLC | RELEVE FINANCIAL GROUP | JURKOVICH, DAWN

CRD#: 285243 / SEC#: 801-108540

RIA
Registered Investment Advisory firm - (11/4/2016 Approved)
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Contact information


Main Address
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260
Mailing Address
724 Bielenberg Drive #2, Woodbury, MN 55125
Phone number
(612) 801-5440
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts1,275
AUM (Assets Under Management)$ 255,563,347

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RELEVE FINANCIAL GROUP

CRD#: 285243

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