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Erik R. Dodds
CRG WEALTH
CLEAR LAKE, MN 55319
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CRD#: 4356082
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Professional summary
Erik Robert Dodds is a registered financial advisor currently at CRG WEALTH, LLC located in Clear Lake, Minnesota and WHITWELL ADVISORS located in Clear Lake, Minnesota.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Erik has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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.
Erik Robert Dodds is a licensed insurance agent and owner of Crown Wealth Management, LLC. Name of outside business: ERD Consulting, LLC; Is the business investment related: No; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: ERD Consulting LLC is the holding company that is sole owner of Canyon Ridge Group, LLC. ; Position Title: Owner; Responsibilities Duties: Manage day-to-day operations of the business.; Start date with business: 2018-03-26; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Name of outside business: Canyon Ridge Group, LLC; Is the business investment related: Yes; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: Canyon Ridge Group, LLC is an insurance and marketing agency and sole owner of CRG Wealth, LLC.; Position Title: Owner; Responsibilities Duties: Canyon Ridge Group, LLC is an insurance and marketing agency and sole owner of CRG Wealth, LLC.; Start date with business: 2018-12-04; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 32; Name of outside business: Concentric Investment Opportunities, LLC; Is the business investment related: No; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: Concentric Investment Opportunities LLC is a real estate and investment entity that is not client-facing. ; Position Title: Manager; Responsibilities Duties: Research and review investment opportunities.; Start date with business: 2020-12-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 7; Name of outside business: Seeds in Soil, LLC; Is the business investment related: No; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: Seeds in Soil, LLC is a holding company. ; Position Title: Managing Member; Responsibilities Duties: Management of business operations; Start date with business: 2020-12-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Robert Dodds'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®
NoneExperience
Current
June 10, 2019 - Present
CRG WEALTH, LLC
Office #1: 6083 125th Ave Se, Clear Lake, MN 55319RIA
CRD#: 300615
CLEAR LAKE, MN
Current
January 2, 2025 - Present
WHITWELL ADVISORS
RIA
CRD#: 331958
Clear Lake, MN
Past
October 5, 2017 - May 24, 2019
MODERN CAPITAL ADVISORS, LLC
RIA
CRD#: 131117
Henderson, NV
Past
October 5, 2017 - May 28, 2019
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
BD
CRD#: 130390
Henderson, NV
Past
February 2, 2016 - October 13, 2017
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Las Vegas, NV
Past
January 15, 2016 - October 13, 2017
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Las Vegas, NV
Past
June 10, 2014 - October 14, 2025
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LAS VEGAS, NV
Past
May 29, 2014 - January 15, 2016
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAS VEGAS, NV
Past
April 4, 2012 - October 14, 2025
INNOVATION PARTNERS LLC
RIA
CRD#: 146344
LAS VEGAS, NV
Past
March 23, 2012 - June 6, 2014
INNOVATION PARTNERS LLC
BD
CRD#: 146344
LAS VEGAS, NV
Past
July 28, 2010 - October 1, 2010
HAZARD & SIEGEL, INC.
BD
CRD#: 2048
DEWITT, NY
Past
February 11, 2008 - May 24, 2010
WORLD CAPITAL ADVISORS, LLC
RIA
CRD#: 135941
LAS VEGAS, NV
Past
February 6, 2008 - April 15, 2010
WORLD CAPITAL BROKERAGE, INC.
BD
CRD#: 37
LAS VEGAS, NV
Past
May 25, 2006 - January 31, 2008
ITS ASSET MANAGEMENT, L.P.
RIA
CRD#: 106977
CANYON LAKE, CA
Past
January 23, 2006 - February 1, 2008
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
NEW BRIGHTON, PA
Past
June 15, 2001 - December 21, 2001
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
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".
WA
WHITWELL ADVISORS
WHITWELL & CO, LLC | WHITWELL ADVISORS
CRD#: 331958 / SEC#: 801-131151
RIA
Registered Investment Advisory firm - (11/5/2024 Approved)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
California(2/4/2020)
IAR
Florida(1/24/2020)
IAR
Georgia(6/10/2019)
IAR
Hawaii(5/7/2020)
IAR
Minnesota(12/6/2021)
IAR
Nevada(6/25/2019)
IAR
Texas(9/6/2019)
IAR
Texas(1/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WA
WHITWELL ADVISORS
WHITWELL & CO, LLC | WHITWELL ADVISORS
CRD#: 331958 / SEC#: 801-131151
RIA
Registered Investment Advisory firm - (11/5/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bee Cave, TX
Mailing Address
15511 State Hwy 71, Suite 110-526, Austin, TX 78738
Phone number
(512) 766-7775
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 460 |
| AUM (Assets Under Management) | $ 112,624,132 |
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
WHITWELL ADVISORS
CRD#: 331958Clear Lake, MN 55319TRUST BUT VERIFY
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