Erik P. Kalfus

MAIN STREET FINANCIAL SOLUTIONS

Newtown, PA 18940

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CRD#: 7269116

Professional summary

Erik Paul Kalfus is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Newtown, Pennsylvania.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Erik has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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 Paul Kalfus'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®

None

Experience

Current

August 11, 2025 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Office #1: 503 E. Washington Avenue Suite 1c, Newtown, PA 18940

RIA

CRD#: 305834

Newtown, PA

Past

August 23, 2024 - July 17, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEDIA, PA

Past

October 2, 2023 - July 17, 2025

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

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".

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 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

Pennsylvania
(8/11/2025)

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 66

Date: 8/22/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/30/2023

Securities Industry Essentials Examination

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

503 E. Washington Avenue Suite 1c, Newtown, PA 18940

Mailing Address

Phone number

(215) 259-5021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,091
AUM (Assets Under Management)	$ 2,494,613,000

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 P. Kalfus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Paul Kalfus's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAIN STREET FINANCIAL SOLUTIONS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

MAIN STREET FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2024

Series 7TO

Date: 10/2/2023

SIE

Date: 8/30/2023

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN STREET FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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