Matt Erickson
Matt Erickson is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Placerville, CA, with 25 years of industry experience. Matt 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
Firm Size
IM Fee
Assets Under Management
Location
800 Pacific St, Placerville, CA, 95667
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matt is involved with Atwood Insurance - ISU Insurance Services, selling fixed insurance products including life, health, disability, annuities, and long-term care. He also operates under the DBA American River Wealth Management, providing financial services and dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations3 states
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.