Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Johnson is a Registered Representative and Investment Advisor Representative with Edelman Financial Engines. Erik has been in the financial services industry for over 15 years, having previously worked at Chase Investment Services Corp., NatCity Investments, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Erik is a Series 7 and Series 66 licensed individual. He is also registered in Illinois and Texas. His current role is as a financial advisor with Edelman Financial Engines, where he provides financial planning, portfolio management, and other financial services to individuals, families, and businesses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
IL
12/13/2022 - Present
Edelman Financial Engines (MOKENA IL)
IL
01/15/2008 - 10/27/2010
CHASE INVESTMENT SERVICES CORP. (NORTHLAKE IL)
IL
01/16/2007 - 12/19/2007
NATCITY INVESTMENTS, INC. (COUNTRYSIDE IL)
IL
03/25/2004 - 12/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
MN
03/25/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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