Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Erickson is a financial professional with a focus on investment advice. Brian is currently registered with Thrivent Investment Management Inc. in Stevens Point, WI. Brian previously worked at SENTRY EQUITY SERVICES, INC. in Stevens Point, WI. Brian's career in the financial services industry spans several years. Brian holds the Series 6, SIE, and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
08/12/2019 - Present
Thrivent Investment Management Inc. (STEVENS POINT WI)
WI
04/20/2018 - 08/06/2019
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
BC
Issued 07/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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