Erik J. Falconer
FALCONER GROUP
TRAVERSE CITY, MI 49684
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CRD#: 4625179
Erik Jason FalconerFALCONER GROUP
Professional summary
Erik Jason Falconer, CFA is a registered financial advisor currently at FALCONER GROUP located in Traverse City, Michigan.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Erik has worked at 1 firm .
At a Glance
Always Fiduciary
Serves: High Net Worth Individuals & Families
Services Offered
Estate & Legacy Planning
Investment Management
Specializations
Alternative or Private Investments
ESG & Impact Investing
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.
EXPERIENCE EARLY LEARNING COMPANY
NOT INVESTMENT-RELATED
PO BOX 225
INTERLOCHEN, MI 49643
NATURE OF BUSINESS: CREATES, PUBLISHES AND DISTRIBUTES PRESCHOOL EDUCATION MATERIAL AND CURRICULUM
PRESIDENT AND 50% OWNER (MY WIFE IS THE OTHER 50% OWNER, THE CEO, AND THE PRIMARY MANAGER OF THIS BUSINESS)
WORK ON BUSINESS 50 HRS/MO.
WORK ON BUSINESS 20 HRS/MO. DURING TRADING HOURS
DUTIES: OVERSIGHT OF FINANCES, BOOKKEEPING AND CAPITAL INVESTMENTS
CRS (Client Relationship Summary) - RIA
Click below to view Erik Jason Falconer'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®
Experience
Current
January 6, 2011 - Present
FALCONER GROUP
Office #1: 810 Cottageview Drive Suite 103, Traverse City, MI 49684RIA
CRD#: 124166
TRAVERSE CITY, MI
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
Michigan(1/6/2011)
Exams
Current Firm
FALCONER GROUP
FALCONER ASSET MANAGEMENT COMPANY | FALCONER GROUP
CRD#: 124166 / SEC#:
Michigan
Registered Investment Advisory firm - (3/22/1999 Approved)Loading...
Contact information
Main Address
810 Cottageview Drive Suite 103, Traverse City, MI 49684
Mailing Address
Phone number
(231) 392-1710
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 36,784,480 |
Red Flags
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Company Information
FALCONER GROUP
CRD#: 124166Traverse City, MI 49684TRUST BUT VERIFY
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