Gary Erickson is a registered investment advisor at Wyndfall Financial INC, based in Hamilton, MT, with 17 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.1M 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
1591 N. 1st St., Suite 3, Hamilton, MT, 59840
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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.
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Gary was the president and a tax preparer for Wyndfall Financial Inc. from 2009 to 2024, spending about a quarter of his time during tax season on tax preparation.
Employment History
Current Registrations
Wyndfall Financial INC
Previous Registrations
Wyndfall Financial INC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
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.