Stephen Erickson
Stephen Erickson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in El Dorado Hills, CA, with 24 years of industry experience. Stephen 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
1107 Investment Blvd, Ste 145, El Dorado Hills, CA, 95762
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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
Stephen sells fixed insurance, including life insurance and annuities. He also owns Mammen Financial Services Inc., spending minimal time on activities like payroll, rent, and a newsletter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations28 states
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