Erik Gotrik is a registered investment advisor, based in Madison, WI, with 11 years of industry experience.
Location
Madison, WI
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Pensionmark Securities, LLCBroker
May 2018 - October 2025 · 7 yrs 5 mos
Advised Assets Group, LLC
July 2016 - May 2018 · 1 yr 10 mos
Gwfs Equities, INC.Broker
May 2014 - May 2018 · 4 yrs
State Registrations1 state
WI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.