Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik William Hagstrom is a financial advisor who has been registered with the state of Ohio since 2024 and is a registered Investment Advisor Representative with AE Wealth Management, LLC. Erik is a highly experienced advisor who has been in the industry for over a decade, having previously worked with ARKADIOS CAPITAL and KALOS CAPITAL, INC. He has a strong understanding of the financial markets and can provide a variety of financial services, including financial planning, portfolio management, and insurance sales. Erik is committed to helping his clients reach their financial goals.
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
OH
02/05/2024 - Present
AE Wealth Management, LLC (Dayton OH)
OH
09/14/2022 - 03/29/2024
ARKADIOS CAPITAL (Dayton OH)
OH
01/31/2022 - 09/08/2022
KALOS CAPITAL, INC. (Dayton OH)
BOTH
Issued 04/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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