Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Michael Griep is a financial advisor registered with Ameriprise Financial Services, LLC. Erik has over 11 years of experience in the financial services industry, working in various roles in Minnesota and Illinois. Erik is registered as an Investment Advisor Representative and holds FINRA Series 63, 65, 7, and SIE licenses. Erik specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
07/18/2022 - Present
Ameriprise Financial Services, LLC (Evanston IL)
MN
01/04/2016 - 03/03/2022
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
09/25/2014 - 01/19/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
10/01/2013 - 09/11/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (WAYZATA MN)
MN
10/06/2011 - 10/03/2013
NEW ENGLAND SECURITIES (MINNETONKA MN)
IA
Issued 06/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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