Unclaimed Profile

Erika Wood

FUSE PARTNERS, LLC·DALLAS, Texas

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record12 years registeredFUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 5386781Firm CRD# 168733

Profile Verification

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

Identity

Erika Wood · DALLAS, TX

Registration

CRD #5386781 · FUSE PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

INTEGRITY ALLIANCE, LLC.

Nov 2025 – present

BALEFIRE, LLC

Jan 2024 – present

LPL FINANCIAL LLC

Mar 2021 – Jun 2022

ST LOUIS PARK, MN

FUSE PARTNERS, LLC

Sep 2020 – Dec 2023

St Louis Park, MN

PRINCIPAL SECURITIES, INC.

Jan 2014 – Sep 2020

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 17, 2014

Years registered · 12

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

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FUSE PARTNERS, LLC →

Introduction

Speak with Erika

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erika is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Erika Wood offer?

Erika Wood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Erika Wood's credentials?

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

Where is Erika Wood located?

Erika Wood is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Erika Wood charge for services?

Erika Wood'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 FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →