Erik P. Gulsrud

BELL CANYON, CA

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CRD#: 5573341

Professional summary

Erik Paul Gulsrud was a registered financial advisor .

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Erik had worked at 5 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Biography

Erik Gulsrud is a Partner Advisor at AdvicePeriod, working in conjunction with Marc Russell to deliver the highest level of service to the team’s clients. Erik plays an integral role in designing, implementing and managing complex financial plans to accomplish client’s goals. Erik’s role complements those of his client’s other trusted advisors as he works closely to coordinate all necessary activities to meet objectives in an efficient fashion.

Erik’s experience in the financial services sector spans nearly two decades. Prior to joining AdvicePeriod in January 2018, Erik served as a Managing Director of Pathstone Federal Street (previously Convergent Wealth Advisors). While at Pathstone and Convergent, in addition to being responsible for some of the firm’s most complex and sophisticated clients, Erik managed the team of Advisors located in the firm’s Los Angeles office.

Erik graduated from the University of California, Los Angeles and Erik received his Master of Business Administration (MBA) from UCLA Anderson School of Management in 2008. Outside of the office, you can find Erik on the golf course, coaching Little League or spending time outdoors with his wife and two sons.

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.

1) Pathstone Family Office, LLC; Englewood, NJ 07631; Fee-sharing arrangement between Gulsrud Consulting LLC and Pathstone Family Office, LLC; Payment of advisory fees to Mr. Gulsrud in connection with clients' pre-existing relationships with Pathstone Family Office, LLC; Less than 5% of time.

Blog Corner

CRS (Client Relationship Summary)

CRD#: 143719

LOS ANGELES, CA

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
(9/10/2026)

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 65

Date: 9/4/2008

Uniform Investment Adviser Law Examination

Current firm

No current employment

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Erik P. Gulsrud

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MARINER WEALTH

ADVICEPERIOD, LLC

PATHSTONE

CONVERGENT WEALTH ADVISORS, LLC

CONVERGENT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2008

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

Contact information

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