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Joel Erikson

LPL Enterprise, LLC
28 Years of Experience
St Louis Park, MN
4 DisclosuresBroker
View SEC Summary
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Joel Erikson is a registered investment advisor at LPL Enterprise, LLC, based in St Louis Park, MN, with 28 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

600 Highway 169, Suite 1000, St Louis Park, MN, 55426

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2023
Final
Financial
April 2020
Final
Financial
April 2018
Final
Financial
February 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joel works as an in-store influencer, on-site event staff, and brand ambassador for Midwest Promotional Models. This involves engaging with consumers on beverage or food products and takes a few hours per week.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
July 2019 - November 2024 · 5 yrs 4 mos
Prudential Financial Planning Services
July 2019 - November 2024 · 5 yrs 4 mos
U.S. Bancorp Investments, INC.
May 2018 - June 2019 · 1 yr 1 mo
U.S. Bancorp Investments, INC.Broker
May 2018 - June 2019 · 1 yr 1 mo
Northland Asset Management
January 2014 - February 2018 · 4 yrs 1 mo
Northland Securities, INC.Broker
November 2005 - February 2018 · 12 yrs 3 mos
Usallianz Securities, INC.Broker
March 2001 - November 2005 · 4 yrs 8 mos
American Express Financial Advisors INC.Broker
November 1997 - February 2001 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
November 1997 - February 2001 · 3 yrs 3 mos
State Registrations16 states
AZCACOFLIAILMNNCNDNMNYOHPASDTXWI
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.
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