CRD: 292565
Tandem Financial, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-2018
- Office Locations
- 1
Office Locations
About Tandem Financial, LLC
Tandem Financial is an independent, fee-only fiduciary RIA providing comprehensive financial planning and portfolio management for retirees, families, and clients pursuing financial independence. The team emphasizes disciplined, diversified strategies and coordinates with CPAs, estate attorneys, bankers, insurers, and charities. Clients get a consolidated view via Envestnet/Tamarac; the firm primarily custodies at Schwab and typically brings two advisors to meetings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN BRADLEY ERICKSON
Chief Executive Officer, Co-founder, Founder
- CRD
- #3128391
- Ownership
- 50% but less than 75%
MICHAEL KEVIN FRANKLIN
Chief Compliance Officer, Co-founder, Founder
- CRD
- #4038515
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Thomas Stone Brown
Para Planner
- CRD
- #8211404
Lorie Chantelle Jones
Advisor
- CRD
- #6496668
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $513,444,435 | $369,119 |
| Non-Discretionary | $28,372,558 | $1,891,504 |
| Total | $541,816,993 | $385,361 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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