Advisor at Erickson Financial Solutions, LLC
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
Erickson Financial Solutions, LLC
Location
Jefferson City, MO
Credentials
CFP®, Series 63
Industry experience
29 years
Steven Erickson is a CFP®-certified financial advisor with 29 years of industry experience. He has led Erickson Financial Solutions, LLC since 2006 and has been associated with Fee Only Investment Advisors, LLC since 1996. Outside of financial advising, he is president and sole owner of Erickson Services, LLC, a marketing consulting business. Erickson Financial Solutions serves individual clients with investment portfolio management and comprehensive financial planning, including retirement, tax, and estate planning. The firm focuses on tailored advice for a small client base and emphasizes long-term continuity and professional credentials in its approach.
Jefferson City, MO
Missouri
Erickson Financial Solutions, LLC
2006 - Present (20 years)
Fee Only Investment Advisors,Llc
1996 - Present (30 years)
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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.
Series 63, Series 65
Jefferson City, MO
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Retirement Plan Advisors, LLC
Series 66
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Retirement Plan Advisors, LLC
Series 63, Series 65
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