Unclaimed Profile

Ryan Daniel Erickson

HOLT-SMITH ADVISORS, INC.·MADISON, Wisconsin

Series 65Clean record32 years registeredHOLT-SMITH ADVISORS, INC.

5201 EAST TERRACE DRIVE, MADISON, WI 53718CRD# 2471849Firm CRD# 105901

Profile Verification

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

Identity

Ryan Daniel Erickson · MADISON, WI

Registration

CRD #2471849 · HOLT-SMITH ADVISORS, INC. · 32 years registered

Brand Profile

Not yet started

Career History

SLATESTONE WEALTH LLC

Nov 2021 – present

BP WEALTH MANAGEMENT

Nov 2014 – Nov 2014

MADISON, WI

BANYAN PARTNERS, LLC

Oct 2013 – Nov 2014

MADISON, WI

HOLT-SMITH ADVISORS

Mar 1994 – Oct 2013

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 29, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOLT-SMITH ADVISORS, INC.

CRD 105901 · SEC 801-30171

AUM

$99M

Regulatory assets under management

Employees

134 client accounts

Services offered by HOLT-SMITH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOLT-SMITH ADVISORS, INC. →

Introduction

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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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