Erik W. Carlson

CAHILL FINANCIAL ADVISORS

Edina, MN 55439

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CRD#: 6480924

Professional summary

Erik Walfred Carlson, CFP® is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.

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

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Walfred Carlson'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

July 19, 2024 - Present

CAHILL FINANCIAL ADVISORS, INC.

Office #1: 7261 Ohms Lane, Edina, MN 55439

RIA

CRD#: 109890

Edina, MN

Past

September 15, 2015 - May 18, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

ROSEVILLE, MN

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".

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 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

Minnesota
(7/19/2024)

IAR

Texas
(7/19/2024)

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

Series 63

Date: 10/15/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2015

General Securities Representative Examination

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

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Contact information

Main Address

7261 Ohms Lane, Edina, MN 55439

Mailing Address

Phone number

(952) 926-1659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,813
AUM (Assets Under Management)	$ 1,432,327,484

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report
11/21/2023	Cover Page	Report

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.

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Erik W. Carlson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Walfred Carlson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAHILL FINANCIAL ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

CAHILL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/15/2015

SIE

Date: 5/18/2016

Series 7

Date: 9/15/2015

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAHILL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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