Kurt Erickson
Kurt Erickson is a registered investment advisor at Independent Advisor Alliance, LLC, based in Duluth, MN, with 21 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
11 East Superior Street, Suite 580, Duluth, MN, 55802
Get directionsHistory
Regulatory History (1)
Financial
May 2016Other Business Activities
Kurt operates his LPL business under the DBA Marline & Associates since 2018. He also provides investment advisory services through Independent Advisor Alliance as a Registered Investment Advisor, dedicating nearly full-time hours to this activity since 2019.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLCBroker
M&i Financial Advisors, INCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 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.