Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Paul Erikson is a financial advisor with over 25 years of experience in the industry. Joel is currently registered with LPL Enterprise, LLC and has held prior registrations with U.S. BANCORP INVESTMENTS, INC., NORTHLAND SECURITIES, INC., USALLIANZ SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Joel specializes in providing consulting and other non-discretionary advisory services, financial planning, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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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MN
11/14/2024 - Present
LPL Enterprise, LLC (ST. LOUIS PARK MN)
MN
05/02/2018 - 06/28/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
11/14/2005 - 02/06/2018
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
03/21/2001 - 11/22/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
11/14/1997 - 02/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/14/1997 - 02/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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