Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erickson? Claim Your ProfileErickson Braund is a financial advisor with over 20 years of experience in the financial services industry. Erickson has been registered with the Securities and Exchange Commission (SEC) since 1995. Erickson is a Certified Financial Planner (CFP) and holds Series 7, 63 and 65 licenses. Erickson's previous roles include positions with Royal Alliance Associates, Inc., Triad Advisors, Inc., Wells Fargo Investments, LLC, Robert W. Baird & Co. Incorporated, Prudential Securities Incorporated, and Rehmann Financial Network, LLC. Erickson is currently an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management, where Erickson provides financial planning, portfolio management, and model portfolio advisor services to individuals, families, corporations, trusts, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
03/22/2018 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
MI
06/09/2017 - 04/02/2018
REGULUS ADVISORS, LLC (Traverse City MI)
MI
05/17/2017 - 05/18/2017
REGULUS ADVISORS, LLC (KENTWOOD MI)
MI
02/26/2010 - 05/01/2017
ROYAL ALLIANCE ASSOCIATES, INC. (TRAVERSE CITY MI)
MI
01/20/2017 - 04/24/2017
REHMANN FINANCIAL NETWORK, LLC (LANSING MI)
MI
06/13/2007 - 02/26/2010
TRIAD ADVISORS, INC. (TRAVERSE CITY MI)
MI
11/24/2004 - 06/12/2007
WELLS FARGO INVESTMENTS, LLC (TRAVERSE CITY MI)
WI
04/01/1996 - 11/17/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
02/01/1995 - 11/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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