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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ericka? Claim Your ProfileEricka Zettel Schaefer is a financial advisor who has been working in the industry since October 2011. Ericka is a registered representative and investment advisor representative with Cetera Investment Advisers LLC, a firm that offers a range of financial services, including financial planning, portfolio management, and pension consulting. Ericka is also a Chartered Financial Consultant, which means she has completed the requirements for a specialized certification in financial planning. Ericka has been registered in 25 states, including Minnesota, Texas, Arizona, California, and Florida. Prior to joining Cetera Investment Advisers LLC, Ericka worked for several other financial firms, including Securian Financial Services, Inc., CRI Securities, LLC, New England Securities, and Edward Jones.
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.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
05/28/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/28/2013 - 10/22/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
AZ
10/09/2012 - 04/29/2013
NEW ENGLAND SECURITIES (PHOENIX AZ)
MD
07/15/2011 - 07/19/2012
EDWARD JONES (BEL AIR SOUTH MD)
BOTH
Issued 7/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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