Steven Erickson
Steven Erickson is a CFP-designated registered investment advisor at Erickson Financial Solutions, LLC, based in Jefferson City, MO, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $4.5M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Jefferson City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the 100% owner and President of Erickson Services, LLC, a marketing company. He spends minimal time on this activity, providing advice on marketing.
Employment History
Current Registrations
Erickson Financial Solutions, LLC
Previous Registrations
Erickson Financial Solutions, LLC
State Registrations1 state
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