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Timothy J. Erickson

ERICKSON FINANCIAL GROUP, LLC·ALLENTOWN, Pennsylvania
Series 65Clean record7 years registeredERICKSON FINANCIAL GROUP, LLC
33 SOUTH 7TH STREET, ALLENTOWN, PA 18101CRD# 6152283Firm CRD# 299818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy J. Erickson · ALLENTOWN, PA
Registration
CRD #6152283 · ERICKSON FINANCIAL GROUP, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

ERICKSON FINANCIAL GROUP, LLC
Feb 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 28, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ERICKSON FINANCIAL GROUP, LLC
CRD 299818 · SEC 801-120774
AUM
$147M
Regulatory assets under management
Employees
4
716 client accounts
Services offered by ERICKSON FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ERICKSON FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy J. Erickson offer?
Timothy J. Erickson specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Timothy J. Erickson's credentials?
Timothy J. Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy J. Erickson located?
Timothy J. 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 Timothy J. Erickson charge for services?
Timothy J. 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

Kerry Duane Erickson
ALLENTOWN, PA
ChFC

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