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Kelli Lynn Erickson

Trek Financial

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About Kelli Lynn Erickson

Kelli Lynn Erickson is a registered Investment Advisor Representative associated with Trek Financial. Kelli has been in the industry since May 1993. Kelli is also the owner of Erickson Accounting Services, LLC. Kelli is licensed in Arizona and has passed the Series 65 exam. Kelli specializes in providing financial planning, portfolio management for individuals, pension consulting, selection of other advisors, consulting, and educational seminars. Kelli is a dedicated professional committed to helping clients achieve their financial goals.

Firm Information

Kelli Erickson is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Kelli Erickson’s Registration & Firm History

AZ

01/15/2014 - Present

Trek Financial (MESA AZ)

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Licenses & Designations

IA

Issued 11/21/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelli Lynn Erickson.
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