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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Louis Siverson is a financial professional who is registered with Cetera Investment Advisers LLC. Erik Siverson is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry for over 18 years. Erik Siverson has registrations in 20 states, including Minnesota, Texas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Nebraska, New Mexico, North Dakota, Oregon, South Carolina, Virginia, and Wisconsin. Erik Siverson is also registered as an Investment Advisor Representative (IAR) in Minnesota and Texas. Erik Siverson has held previous registrations with Securian Financial Services, Inc. and CRI Securities, LLC.
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
09/30/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/30/2005 - 10/20/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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