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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Tomlinson is a financial advisor with Cambridge Investment Research Advisors, Inc. in River Falls, WI. Erin has been in the industry since 1987. Erin holds Series 7, 24, 51, and 63 licenses and has been registered with the state of Wisconsin since 2011. Erin is also a registered investment advisor. Erin's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitation fees from 3rd party money managers
1
2
WI
03/18/2011 - Present
Cambridge Investment Research Advisors, Inc. (RIVER FALLS WI)
WI
10/28/1998 - 03/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (RIVER FALLS WI)
MN
05/12/1988 - 10/29/1998
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
03/25/1987 - 05/19/1988
PARK INVESTMENT CORPORATION
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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