Andrew Erickson is a CFP-designated registered investment advisor, based in Northbrook, IL, with 9 years of industry experience.
Location
630 Dundee Road, Suite 100, Northbrook, IL, 60002
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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
Andrew is the president of the Parkinson's Foundation Midwest Chapter, dedicating minimal time to raising awareness and funds. He also works as an insurance agent, offers financial planning services through ClearGuide Wealth, and provides wealth management services through Rozovics Wealth Management, dedicating nearly full-time hours to these activities combined. Additionally, Andrew sells and monitors equity index annuities, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations22 states
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