CRD: 115523
Erickson Financial Solutions, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- AtlasPioneer +more
- Established Date
- 06-25-1996
- Office Locations
- 1
Office Locations
About Erickson Financial Solutions, LLC
Erickson Financial Solutions, LLC is a Jefferson City, MO RIA led by Steve Erickson, focused on long-term investors who are in or preparing for retirement. The firm provides financial and investment planning, including portfolio construction and risk management, with guidance on health care costs and Social Security strategies, plus tax and estate planning and insurance support. Portfolios are primarily implemented with ETFs (per SMA reporting).
Team overview
Insights
Custodian
Investment Themes
Services
Technology
Owner & Executives
STEVEN SCOTT ERICKSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2530121
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $725,081,880 | 26.9% |
| Cash | $1,059,320,368 | 39.3% |
| Other | $911,069,426 | 33.8% |
| Total | $2,695,471,674 | 100.0% |