LE
ChFC
LE
ChFC

Laverne Erickson

36 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Laverne Erickson is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 36 years of industry experience. Laverne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4900 Highway 169 North, Ste 225, Minneapolis, MN, 55428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Laverne is a board member for the Evangelical Free Church of America, dedicating minimal time. She is also an independent insurance agent selling fixed insurance products, spending about 10-20% of her time on this. Finally, Laverne works as a financial professional for Prowealth Financial, spending full-time hours on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2014 - June 2021 · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
April 1989 - January 2004 · 14 yrs 9 mos
State Registrations21 states
AZCACOCTFLGAIAILKYMIMNMSNENJNYOKPASDTXWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laverne Erickson - Financial Advisor | TrueAdvisor