Erika Osborn is a registered investment advisor, based in Eagle, WI, with 3 years of industry experience.
Location
Eagle, 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 →Other Business ActivitiesSells Insurance
Erika works as an associate at Williams Financial, LLC, which is the same as her branch, focusing on investment and insurance-related activities. This takes Erika more than full-time hours.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
January 2023 - Present · 3 yrs 4 mos
Ameritas Investment Company, LLCBroker
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.