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Erik Jon Anderson

Atlasmark Financial, Inc.

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About Erik Jon Anderson

Erik Anderson is a registered Investment Advisor Representative with Atlasmark Financial, Inc. in Austin, Texas. Erik has been in the industry since 2008 and has a strong background in financial planning, investment advisory services, and employee incentive plans. Erik is also a Certified Financial Planner and a Personal Financial Specialist. He helps individuals, families, and businesses develop and implement comprehensive financial plans. Atlasmark Financial, Inc. specializes in providing investment advisory services to individuals, families, and businesses. The firm's mission is to provide clients with personalized financial advice and investment strategies that are designed to help them achieve their financial goals.

Firm Information

Erik Anderson is currently registered with Atlasmark Financial, Inc.. Atlasmark Financial, Inc. is an investment advisor headquartered in Austin, TX with $822,183,475 in regulatory assets under management. They provide portfolio management services for individuals, businesses, and pension plans. Their client base includes high-net-worth individuals, charitable organizations, and corporations.
Atlasmark Financial, Inc.

12466 LOS INDIOS TRAIL

AUSTIN, TX 78729

$822.18M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erik Anderson’s Registration & Firm History

TX

04/14/2010 - Present

Atlasmark Financial, Inc. (AUSTIN TX)

TX

05/07/2008 - 04/30/2020

SECURITIES AMERICA, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 10/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik Jon Anderson.
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