Constance Ann Erickson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2022 to now
- Cambridge Investment Research, Inc.Mar 2022 to now
- Constance EricksonSep 2011 to now
- Lendsmart MortgageFeb 2009 to now
- Avantax Insurance Agency, LLCJan 2016 to Mar 2022
- Avantax Advisory ServicesNov 2013 to Mar 2022
- Avantax Investment Services, Inc.Mar 2012 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3086455
- Firm CRD
- 134139