EW
Erika D. Williams
SAGEGROVE INVESTMENT ADVISORY GROUP
Colorado Springs, CO 80918
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CRD#: 5692680
EW
Professional summary
Erika Danina Williams is a registered financial advisor currently at SAGEGROVE INVESTMENT ADVISORY GROUP, LLC located in Colorado Springs, Colorado.
Erika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Erika has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 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.
10/2025 to Present. Senior Officer, Impact Investing, Colorado Health Foundation. Location: 1780 Pennsylvania Street, Denver, CO 80203. Source, structure, and manage mission- and program-related investments that align with the Foundation's financial and strategic objectives; collaborate with internal program staff and external community partners to advance health equity outcomes. No Sagegrove clients are solicited. The position is paid with no ownership interest, and the time commitment is 160 hours per month. 03/2025 to Present. Founder, CEO, Sagegrove Insurance Solutions, LLC. Location: 4783 Farmingdale Drive STE 223, Colorado Springs, CO 80918. Leads the firm's delivery of personal and commercial insurance solutions, including property & casualty, life, and health coverage, and is not investment-related. 06/2024 to Present. Venture Partner, Aquillius Ventures. Location: 10918 Technology Place, San Diego, CA 92127. Serve as a Venture Partner for a seed-stage venture capital firm focused on life sciences and technology. Provide strategic insight and thought leadership. This role is investment-related, but does not involve capital raising or securities solicitation. No Sagegrove clients are solicited. The position is unpaid with no ownership interest, and the time commitment is less than 10 hours per month. 03/2024 to Present. Organizational Development Consultant, Potlikker Capital. Location: 1041 N. Dupont Hwy #1725 Dover, DE 19901. Provide paid consulting services to a charitable loan fund, focused on organizational development, governance, and strategic planning. This activity is separate from Sagegrove's investment advisory services and is not investment-related. 06/2022 to Present. Board Chair (unpaid), Potlikker Capital. Location: 1041 N. Dupont Hwy #1725 Dover, DE 19901. Serve as the chair of the board of directors for a charitable loan fund. Provide governance oversight and strategic input. This role is separate from Sagegrove's investment advisory activities and is not investment-related. 03/2020 to 04/2021. Arbitrator, FINRA. Location: 8309 Torrey Park Terrace, San Diego, CA 92129, with jurisdiction in San Diego County. This role is non-investment-related. Involved in deciding on customer and employee disputes within the investment industry. Time devoted is approximately 20 hours per month outside of securities and trading hours, with some sessions taking place during those hours on an as-needed basis. 10/2017 to 07/2021. Co-Founder and CEO of Color Your World Personal Development & Coaching, LLC, Location 8309 Torrey Park Terrace, San Diego, CA 92129. The business was owned by both Mother, Yvonne Williams-McMillan, and Erika D. Williams as a non-investment-related partnership. The Company offers strategic advice and step-by-step guidance to small business owners in leadership development and training for themselves and their front-line employees. Time devoted is limited to less than 20 hours per month outside of securities and trading hours. 05/2009 to 03/2025. Licensed Insurance Agent. Location: 4783 Farmingdale Dr, Suite 223, Colorado Springs, CO, 80918. When appropriate, insurance products will be offered to clients. This role is non-investment-related.
CRS (Client Relationship Summary) - RIA
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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
July 8, 2025 - Present
SAGEGROVE INVESTMENT ADVISORY GROUP, LLC
Office #1: 4783 Farmingdale Drive Suite 223, Colorado Springs, CO 80918RIA
CRD#: 336414
Colorado Springs, CO
Past
August 8, 2019 - September 15, 2020
NAMCOA
RIA
CRD#: 133978
San Diego, CA
Past
July 21, 2016 - September 28, 2017
U.S. BANCORP ADVISORS, LLC
RIA
CRD#: 14455
SAN DIEGO, CA
Past
July 20, 2016 - September 28, 2017
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
SAN DIEGO, CA
Past
July 10, 2013 - June 27, 2016
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
CHICAGO, IL
Past
July 3, 2013 - June 27, 2016
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CHICAGO, IL
Past
June 28, 2012 - June 27, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DEERFIELD, IL
Past
June 28, 2012 - June 27, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DEERFIELD, IL
Past
January 12, 2010 - March 1, 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CHICAGO, IL
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
Colorado(7/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SI
SAGEGROVE INVESTMENT ADVISORY GROUP, LLC
SAGEGROVE INVESTMENT ADVISORY GROUP, LLC
CRD#: 336414 / SEC#:
Colorado
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Contact information
Main Address
4783 Farmingdale Dr Ste 223, Colorado Springs, CO 80918-2725
Mailing Address
Phone number
(877) 260-3300
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
SAGEGROVE INVESTMENT ADVISORY GROUP, LLC
CRD#: 336414Colorado Springs, CO 80918TRUST BUT VERIFY
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