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Kerry Duane Erickson

ERICKSON FINANCIAL GROUP, LLC·ALLENTOWN, Pennsylvania
Clean recordERICKSON FINANCIAL GROUP, LLC
33 SOUTH 7TH STREET, ALLENTOWN, PA 18101CRD# 4528342Firm CRD# 299818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerry Duane Erickson · ALLENTOWN, PA
Registration
CRD #4528342 · ERICKSON FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kerry Duane Erickson is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with ERICKSON FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ERICKSON FINANCIAL GROUP, LLC
ERICKSON FINANCIAL GROUP, LLC
AUM
$147M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ERICKSON FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4528342
Firm CRD# 299818
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kerry Duane Erickson offer?
Kerry Duane Erickson specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Kerry Duane Erickson's credentials?
Kerry Duane Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerry Duane Erickson located?
Kerry Duane Erickson is based in ALLENTOWN, Pennsylvania, working with ERICKSON FINANCIAL GROUP, LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Kerry Duane Erickson charge for services?
Kerry Duane 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 ERICKSON FINANCIAL GROUP, LLC?
ERICKSON FINANCIAL GROUP, LLC has approximately 4 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ERICKSON FINANCIAL GROUP, LLC

Timothy J. Erickson
ALLENTOWN, PA

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