Erin Wikstrom
Erin Wikstrom is a registered investment advisor at Raymond James & Associates, INC., based in Naperville, IL, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
127 W Aurora Ave., Naperville, IL, 60540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is the Treasurer and board member for Naperville Elderly Homes, a non-profit organization, dedicating a few hours per week. Erin also owns The DW Group, LLC, which holds their office building and rents it to Raymond James tenants, requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations36 states
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