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Eldon Erickson

31 Years of Experience
Minot, ND
Broker

Eldon Erickson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Minot, ND, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1111 31st Ave Sw, Suite D, Minot, ND, 58701

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eldon is the sole owner of Camco, Inc. and co-owner of Erickson Wealth Management, LLC, both support companies. He dedicates a few hours per week to each business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Raymond James Financial Services
July 2006 - January 2009 · 2 yrs 6 mos
Invest Financial Corporation
January 2001 - June 2006 · 5 yrs 5 mos
Invest Financial CorporationBroker
December 1997 - June 2006 · 8 yrs 6 mos
Northwestern Mutual Investment Services, INC.Broker
May 1994 - December 1997 · 3 yrs 7 mos
State Registrations16 states
AKAZCAFLKSMNMTNDNENMOKORSCSDWAWI
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.
Eldon Erickson - Financial Advisor | TrueAdvisor