Unclaimed Profile

Mia Lynne Carlson Erickson

WHITNELL & CO·OAK BROOK, Illinois

WHITNELL & CO

701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 2864638Firm CRD# 104633

Profile Verification

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

Identity

Mia Lynne Carlson Erickson · OAK BROOK, IL

Registration

CRD #2864638 · WHITNELL & CO

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Mia Lynne Carlson Erickson is a registered financial advisor based in OAK BROOK, Illinois, affiliated with WHITNELL & CO. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WHITNELL & CO

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2864638

Firm CRD# 104633

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mia Lynne Carlson Erickson offer?

Mia Lynne Carlson Erickson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Mia Lynne Carlson Erickson's credentials?

Mia Lynne Carlson Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mia Lynne Carlson Erickson located?

Mia Lynne Carlson Erickson is based in OAK BROOK, Illinois, working with WHITNELL & CO. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Mia Lynne Carlson Erickson charge for services?

Mia Lynne Carlson 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 WHITNELL & CO?

WHITNELL & CO has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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