Advisor at Alternative Strategies Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alternative Strategies Group, Inc.
Location
Sioux Falls, SD 57104
Credentials
Series 63, Series 65
Industry experience
30 years
Jason Erickson is the president and sole advisor at Alternative Strategies Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has operated his own life insurance agency since 1993 and manages rental property and acreage leased for oil and gas wells. Alternative Strategies Group provides personalized financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $64 million in assets. The firm tailors investment programs based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis in security selection and monitoring.
Based on Alternative Strategies Group, Inc.
Based on Alternative Strategies Group, Inc.
$0 - $500,000: 1.50% annually $500,001 - $999,999: 1.25% annually $1,000,000+: 1.00% annually
Insurance commissions and trail fees received by the advisor's owner as a licensed insurance agent.
Fee-only: Negotiable fixed fee for financial planning with a maximum of $1,000.
196 E. 6 Th Street, Suite 102
Sioux Falls, SD 57104
Iowa · Minnesota · Nebraska · South Dakota · Texas
Rental Property
2023 - Present (3 years)
Alternative Strategies Group, Inc.
2014 - Present (12 years)
United Planners' Financial Services
2014 - 2024 (10 years)
Jason Erickson Property Exchanges
2012 - Present (14 years)
Jason Erickson Rental Property
2010 - Present (16 years)
Jason Erickson Life Insurance
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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