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Erika Leigh Mielke

Arbor Investment Advisors

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About Erika Leigh Mielke

Erika Mielke is a financial advisor associated with Arbor Investment Advisors, a Registered Investment Advisor firm. Erika has been in the industry since 2005, and is currently licensed to provide investment advice in North Carolina and Texas. Erika has a strong background in financial planning and has earned the Certified Financial Planner designation. Erika's previous experience includes positions with Wells Fargo Advisors and Wells Fargo Clearing Services.

Firm Information

Erika Mielke is currently registered with Arbor Investment Advisors. Arbor Investment Advisors is a registered investment advisor based in Winston Salem, NC. The firm manages a total of $956,721,696 in assets, primarily for high-net-worth individuals and charitable organizations. Their services include financial planning, portfolio management for individuals, and publication of periodicals. They also offer consulting pursuant to ERISA 404C and portfolio management for foundations and money pension purchase plans.
Arbor Investment Advisors

300 SOUTH MAIN STREET

WINSTON SALEM, NC 27101

$956.72M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c

Portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Erika Mielke’s Registration & Firm History

NC

01/26/2019 - Present

Arbor Investment Advisors (WINSTON SALEM NC)

NC

10/23/2015 - 01/26/2018

WELLS FARGO CLEARING SERVICES, LLC (WINSTON-SALEM NC)

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Licenses & Designations

BOTH

Issued 11/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erika Leigh Mielke.
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