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Erin Semelka

Advisor at Schorn Wealth

Updated today

Location

Sheridan, AR

Credentials

Series 66

Industry experience

11 years

About

Erin Semelka is a financial advisor at Schorn Wealth with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Fiduciary Planning and Clockwise Capital LLC, as well as TD Ameritrade. Schorn Wealth serves individual and high-net-worth clients, along with trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management through proprietary portfolio models that utilize both fundamental and technical analysis.

Client services

Based on Schorn Wealth

Financial planning Portfolio management Pension consulting

Expertise

Based on Schorn Wealth

Wealth management Income planning

Fee options

Fixed

Fixed fees may be charged for financial planning and consulting services, negotiable per engagement.

Percentage

$0 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Fee-only: Financial planning fees are negotiable depending on service scope and professional involved.

Location

Sheridan, AR

Most active in

Arkansas · Virginia

Work history

Fiduciary Planning

2023 - Present (3 years)

Clockwise Capital LLC (formerly ProfessorPortfolios LLC)

2019 - 2023 (4 years)

UNemployed

2019 - 2019 (1 year)

Td Ameritrade

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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