Erika L. Mielke

ARBOR INVESTMENT ADVISORS

WINSTON SALEM, NC 27101

Some features on this profile are disabled

CRD#: 4895091

Professional summary

Erika Leigh Mielke, CFP®, who also goes by Erika Leigh Reick, is a registered financial advisor currently at ARBOR INVESTMENT ADVISORS located in Winston Salem, North Carolina.

Erika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Erika has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erika Leigh Reick

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Leigh Mielke's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 12, 2018 - Present

ARBOR INVESTMENT ADVISORS

Office #1: 300 South Main Street, Winston Salem, NC 27101

RIA

CRD#: 111077

WINSTON SALEM, NC

Past

November 24, 2015 - January 26, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WINSTON-SALEM, NC

Past

October 23, 2015 - January 26, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WINSTON-SALEM, NC

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".

ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS | ARBOR INVESTMENT ADVISORS, LLC

CRD#: 111077 / SEC#: 801-58281

RIA

Registered Investment Advisory firm - (1/24/2001 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

North Carolina
(1/12/2018)

IAR

Texas
(1/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/24/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/15/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS | ARBOR INVESTMENT ADVISORS, LLC

CRD#: 111077 / SEC#: 801-58281

RIA

Registered Investment Advisory firm - (1/24/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 South Main Street, Winston Salem, NC 27101

Mailing Address

Phone number

(336) 777-1677

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,356
AUM (Assets Under Management)	$ 1,085,323,773

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.

Similar Advisors

Lawrence Jones

FRANKLIN DISTRIBUTORS, LLC

SAN MATEO, CA

Miladin Lacarak

CHIMERA SECURITIES, LLC

NEW YORK, NY

Mark Happe

VALIC FINANCIAL ADVISORS, INC.

HOUSTON, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Erika L. Mielke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Leigh Mielke's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ARBOR INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2015

Series 63

Date: 2/18/2005

SIE

Date: 1/26/2018

Series 7

Date: 10/23/2015

Series 6

Date: 4/15/2005

Current Firm

ARBOR INVESTMENT ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARBOR INVESTMENT ADVISORS

TRUST BUT VERIFY

Similar Advisors