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Drew P. Erickson
5 STONE FINANCIAL GROUP
THIEF RIVER FALLS, MN 56701
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CRD#: 6341460
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Professional summary
Drew Patrick Erickson is a registered financial advisor currently at 5 STONE FINANCIAL GROUP, LLC located in Thief River Falls, Minnesota.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Drew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
1. Selling additional insurance products outside of Guardian I sell Insurance outside of Innovative Underwriters through other specialists. Start: 06/02/2014 Address: 302 3rd St. E. Thief River Falls, MN 56701 Hrs per month - Tot/Bus: 10/5 Investment related 2. Hockey Co-Head Coach Co-Head coach of the Thief River Falls TRFAHA coaching kids hockey Start: 11/10/2016 Address: 123 Main Ave N, Thief River Falls, MN 56701 Hrs per month - Tot/Bus: 50/15 Not investment related 3. Northstars Properties TRF LLC Real Estate Investment/Rental Company 302 3rd St. E. Thief River Falls, MN 56701 50% Owner Start: 2/1/23 Investment related: Yes Number of hours devoted to the activity per month: 10 Number of hours devoted to the activity per month during trading hours: 2 4. Northstar Construction TRF LLC Residential Construction Company 10444 190th Street NW, Thief River Falls, MN 56701 50% Owner Start: 11/24/24 Investment related: No Number of hours devoted to the activity per month: 10 Number of hours devoted to the activity per month during trading hours: 5
CRS (Client Relationship Summary) - RIA
Click below to view Drew Patrick Erickson'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®
NoneExperience
Current
December 2, 2021 - Present
5 STONE FINANCIAL GROUP, LLC
Office #1: 302 3rd Street East, Thief River Falls, MN 56701RIA
CRD#: 315004
THIEF RIVER FALLS, MN
Past
January 19, 2016 - March 28, 2019
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
THIEF RIVER FALLS, MN
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
Minnesota(12/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
5S
5 STONE FINANCIAL GROUP, LLC
5 STONE FINANCIAL GROUP, LLC | 5 STONE INVESTMENTS LLC
CRD#: 315004 / SEC#:
Minnesota
Registered Investment Advisory firm - (10/5/2021 Approved)Texas
Registered Investment Advisory firm - (9/4/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Champlin, MN
Mailing Address
P.o. Box 499, Champlin, MN 55316
Phone number
(763) 290-1980
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 26,200,613 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
5 STONE FINANCIAL GROUP, LLC
CRD#: 315004Thief River Falls, MN 56701TRUST BUT VERIFY
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