Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Elliot Erickson is a financial advisor with over 15 years of experience in the industry. Kurt is currently registered with Independent Advisor Alliance, LLC and has also worked at Morgan Stanley, LPL Financial LLC, M&I Financial Advisors, Inc., and Wells Fargo Investments, LLC. Kurt holds Series 65, Series 66, Series 7, and SIE licenses. Kurt specializes in financial planning, portfolio management, and pension consulting. Kurt has served clients in Minnesota and Wisconsin. Independent Advisor Alliance, LLC is a registered investment advisor with approximately $1 billion - $10 billion in regulatory assets under management. The firm's client base includes individuals, high-net-worth individuals, corporations, investment clubs, and charitable organizations.
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
MN
12/12/2018 - Present
Independent Advisor Alliance, LLC (Duluth MN)
MN
12/12/2012 - 12/11/2018
MORGAN STANLEY (DULUTH MN)
MN
08/02/2012 - 12/04/2012
LPL FINANCIAL LLC (PLYMOUTH MN)
WI
11/30/2007 - 05/10/2012
M&I FINANCIAL ADVISORS, INC (SUPERIOR WI)
MN
04/05/2004 - 10/01/2007
WELLS FARGO INVESTMENTS, LLC (DULUTH MN)
IA
Issued 02/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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