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Ryan Daniel Erickson

HOLT-SMITH ADVISORS, INC.·MADISON, Wisconsin
Unclaimed Profile
5201 EAST TERRACE DRIVE, MADISON, WI 53718CRD# 2471849Firm CRD# 105901
01

About

Ryan Daniel Erickson is a registered financial advisor based in MADISON, Wisconsin, affiliated with HOLT-SMITH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOLT-SMITH ADVISORS, INC.
HOLT-SMITH ADVISORS
AUM
$99M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HOLT-SMITH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2471849
Firm CRD# 105901
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Daniel Erickson offer?
Ryan Daniel Erickson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MADISON, Wisconsin for a consultation.
What are Ryan Daniel Erickson's credentials?
Ryan Daniel Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Daniel Erickson located?
Ryan Daniel Erickson is based in MADISON, Wisconsin, working with HOLT-SMITH ADVISORS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Ryan Daniel Erickson charge for services?
Ryan Daniel Erickson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLT-SMITH ADVISORS, INC.?
HOLT-SMITH ADVISORS, INC. has approximately 6 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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