Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Gotaas is a financial advisor with over 30 years of experience in the financial services industry. Erik is a registered representative with LPL Financial LLC and holds Series 6, 7, 24, and 63 licenses. Erik has specialized expertise in helping clients with financial planning, portfolio management, and insurance needs. Erik is a Chartered Financial Consultant and a member of the National Association of Personal Financial Advisors. Prior to joining LPL Financial LLC, Erik was previously affiliated with CUNA Brokerage Services, Inc. and Home Life Insurance Company.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/16/2013 - Present
LPL Financial LLC (HARTLAND MI)
IA
07/22/1991 - 05/04/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
08/12/1987 - 07/18/1991
HOME LIFE INSURANCE COMPANY
CT
08/12/1987 - 07/18/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 06/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Gotaas is the right advisor for you? Invested Better is here to help.
