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Ingrid E. Erickson

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CRD#: 5831907
IE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ingrid Elise Erickson was a registered financial professional .

Ingrid is a previously registered financial professional and started their career in finance in 2011. Ingrid had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 14, 2015 - May 27, 2016

ELKHORN INVESTMENTS

RIA
CRD#: 168198
WHEATON, IL
Past

August 14, 2015 - May 27, 2016

ELKHORN SECURITIES, LLC

BD
CRD#: 168905
WHEATON, IL
Past

July 8, 2015 - July 17, 2015

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
DOWNERS GROVE, IL
Past

February 10, 2011 - July 17, 2015

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
DOWNERS GROVE, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EI
ELKHORN INVESTMENTS
ELKHORN INVESTMENTS | ELKHORN INVESTMENTS, LLC

CRD#: 168198 / SEC#: 801-78482

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Contact information


Main Address
Wheaton, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ELKHORN INVESTMENTS, LLC (3/21/2018)

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.

Company Information


ELKHORN INVESTMENTS

CRD#: 168198

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