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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Erickson has been a financial professional since 1999. Brian is registered with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc. Brian has a wide range of experience in the financial services industry including previous roles at Ameriprise Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, Piper Jaffray & Co., and Franklin Financial Services Corporation. Brian currently holds a Series 7, 24, 63, 65, 87 and SIE license. Brian has a solid track record of success helping individuals and families reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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2
MN
02/14/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
12/10/2010 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
02/20/2007 - 10/19/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
07/02/1998 - 05/11/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
TX
09/26/1994 - 01/18/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 09/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/31/2003
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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