CRD: 115523
Erickson Financial Solutions, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $281.3K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on February 6, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Custodian
- Investment Themes
- Services
- Technology
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Owner & Executives
STEVEN SCOTT ERICKSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2530121
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Erickson Financial Solutions, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.