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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 Dullenkopf is a financial advisor with Commonwealth Financial Network. Erik has been in the financial industry since 2008 and is registered with both the state of California and the Financial Industry Regulatory Authority (FINRA). He is a Certified Financial Planner (CFP®) and specializes in helping individuals, families, and businesses achieve their financial goals. Erik is committed to providing personalized advice and services to help clients make informed decisions about their financial future. Commonwealth Financial Network is a Registered Investment Advisor, and its services are provided only to clients with whom the firm has an advisory agreement.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/15/2019 - Present
Commonwealth Financial Network (Ventura CA)
CA
03/25/2017 - 01/17/2019
MML INVESTORS SERVICES, LLC (VENTURA CA)
CA
02/05/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (VENTURA CA)
IA
Issued 02/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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