Unclaimed Profile

Ryan Bradley Erickson

TANDEM FINANCIAL, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 63, Series 99TOCFPClean record16 years registeredTANDEM FINANCIAL, LLC

8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO 80111CRD# 3128391Firm CRD# 292565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Bradley Erickson · GREENWOOD VILLAGE, CO

Registration

CRD #3128391 · TANDEM FINANCIAL, LLC · 16 years registered

Brand Profile

Not yet started

Career History

TANDEM FINANCIAL, LLC

Mar 2018 – present

DODDS WEALTH MANAGEMENT GROUP

Apr 2011 – Mar 2018

ENGLEWOOD, CO

LPL FINANCIAL LLC

Sep 2009 – Mar 2018

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 99TO

Registration record

First registered · September 3, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TANDEM FINANCIAL, LLC

CRD 292565 · SEC 801-122130

AUM

$255M

Regulatory assets under management

Employees

925 client accounts

Services offered by TANDEM FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TANDEM FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Bradley Erickson offer?

Ryan Bradley Erickson specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Ryan Bradley Erickson's credentials?

Ryan Bradley Erickson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Bradley Erickson located?

Ryan Bradley Erickson is based in GREENWOOD VILLAGE, Colorado, working with TANDEM FINANCIAL, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Ryan Bradley Erickson charge for services?

Ryan Bradley Erickson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TANDEM FINANCIAL, LLC?

TANDEM FINANCIAL, LLC has approximately 6 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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