Unclaimed Profile

Mia Lynne Carlson Erickson

WHITNELL & CO·OAK BROOK, Illinois

Series 7, Series 7TO, Series 63CFPClean record24 years registeredWHITNELL & 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 · 24 years registered

Brand Profile

Not yet started

Career History

ROCKEFELLER CAPITAL MANAGEMENT

Aug 2025 – present

ROCKEFELLER FINANCIAL LLC

Sep 2022 – present

ROCKEFELLER CAPITAL MANAGEMENT

Mar 2021 – present

WHITNELL & CO

Oct 2007 – Mar 2021

OAK BROOK, IL

HARRIS INVESTOR SERVICES, INC.

Dec 2005 – Apr 2006

CHICAGO, IL

HARRISDIRECT LLC

Mar 2004 – Dec 2005

CHICAGO, IL

SULLIVAN BRUYETTE SPEROS & BLAYNEY INC

Jan 2004 – Mar 2004

CHICAGO, IL

HARRIS INVESTOR SERVICES LLC

Mar 2002 – Jan 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 63

Registration record

First registered · March 21, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITNELL & CO

CRD 104633 · SEC 801-36433

AUM

$1.2B

Regulatory assets under management

Employees

1,418 client accounts

Services offered by WHITNELL & CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHITNELL & CO →

Introduction

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

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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