EA
Erik J. Anderson
ATLASMARK FINANCIAL
AUSTIN, TX 78729-7934
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CRD#: 4541805
EA
Professional summary
Erik Jon Anderson, CFP®, who also goes by Erik J Anderson, is a registered financial advisor currently at ATLASMARK FINANCIAL, INC. located in Austin, Texas.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Erik has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erik J Anderson
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.
1) ERIK J. ANDERSON, CPA - POSITION: Sole Proprietor - NATURE: Non-Practicing Certified Public Accountant (CPA) - INVESTMENT RELATED: No - HOURS: 0 - INVESTMENT RELATED HOURS: 0 - START DATE: 7/2007 - ADDRESS: 12466 Los Indios Trl Ste 200, Austin, TX 78729 - DESCRIPTION: Non-Practicing Certified Public Accountant (CPA) 2) SERVING GRACE FOUNDATION - POSITION: Member - NATURE: Private Charitable Foundation - INVESTMENT RELATED: No - NUMBER OF HOURS: 1 - SECURITIES TRADING HOURS: 0 - START DATE: 10/2014 - ADDRESS: 12466 Los Indios Trl Ste 200, Austin TX 78729 - DESCRIPTION: Private Charitable FoundationN 3) ATLASMARK MANAGEMENT, LLC POSITION: Managing Member NATURE: Rental property management. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 12466 Los Indios Trail, Suite 200, Austin TX 78729, United States DESCRIPTION: This corporation is the general partner of the partnership that operates the building our branch office operates out of. We currently have two additional tenants. 4) ATLASMARK PARTNERSHIP, LP POSITION: Partner NATURE: Rental property management. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 12466 Los Indios Trail, Suite 200, Austin TX 78729, United States DESCRIPTION: This partnership is the limited partnership that operates the building our branch office operates out of. We currently have two additional tenants. 5) EMPLOYEE INCENTIVE PLANS, INC (Sold to July Business Services in May 2025) POSITION: Consultant NATURE: TPA/Recordkeeping services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 or less with time SECURITIES TRADING HOURS: 10 or less with time START DATE: 01/01/2015 ADDRESS: 12466 Los Indios Trail, Suite 200, Austin TX 78729, United States DESCRIPTION: Previously provided TPA/Recordkeeping services for employer-sponsored retirement plans. See description of integration services to be provided by Erik Anderson during transition of client list and assets of EIP to July Business Services over the next two years. No new services to the public will be offered during this time. 6) JULY BUSINESS SERVICES (Purchased Employee Incentive Plans, Inc. from Erik J. Anderson) POSITION: Independent Contractor NATURE: TPA/Recordkeeping Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 or less with time SECURITIES TRADING HOURS: 10 or less with time START DATE: May 2025 ADDRESS: 400 Austin Avenue, Suite 1200, Waco, TX 76701, United States DESCRIPTION: For two years, Mr. Anderson will serve as a consultant to assist with integration of Employee Incentive Plans, Inc to July Business Services, including managing client service and retention, marketing and communications, and building business relationships. AtlasMark Financial and July Business Services will not share clients and will not refer clients to each other.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Jon Anderson'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: 2015
Experience
Current
April 14, 2010 - Present
ATLASMARK FINANCIAL, INC.
Office #1: 12466 Los Indios Trl Suite 200, Austin, TX 78729-7934RIA
CRD#: 152635
AUSTIN, TX
Past
October 7, 2008 - April 14, 2010
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
AUSTIN, TX
Past
May 7, 2008 - April 30, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
AUSTIN, TX
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".
AF
ATLASMARK FINANCIAL, INC.
ANDERSON FINANCIAL, INC. | ATLASMARK FINANCIAL, INC.
CRD#: 152635 / SEC#: 801-107434
RIA
Registered Investment Advisory firm - (3/14/2016 Approved)Texas
Registered Investment Advisory firm - (4/12/2016 Terminated)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
Texas(4/14/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AF
ATLASMARK FINANCIAL, INC.
ANDERSON FINANCIAL, INC. | ATLASMARK FINANCIAL, INC.
CRD#: 152635 / SEC#: 801-107434
RIA
Registered Investment Advisory firm - (3/14/2016 Approved)Texas
Registered Investment Advisory firm - (4/12/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12466 Los Indios Trail Suite 200, Austin, TX 78729
Mailing Address
Phone number
(512) 270-2900
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 409 |
| AUM (Assets Under Management) | $ 224,308,117 |
Red Flags
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