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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Erickson is a financial advisor with First Heartland Consultants, Inc. David has been in the financial services industry since 1992. David is licensed in 22 states, including Pennsylvania, Maryland, Minnesota, and Virginia. David holds a Series 6, 7 and 66 licenses, David is a CERTIFIED FINANCIAL PLANNER™ professional and has over 30 years of experience working with individuals, families, and businesses. David's firm, First Heartland Consultants, Inc., is a Registered Investment Advisor that offers a variety of financial services, including financial planning, investment management, and retirement planning. The firm manages approximately $1.7 billion in assets under management.
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.
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.
1
2
PA
11/01/2018 - Present
First Heartland Consultants, Inc. (Chambersburg PA)
MN
07/01/2002 - 11/08/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/17/1992 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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