Ryan Bradley Erickson
Investment adviser representative at Tandem Financial, LLC
24 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$541.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Tandem Financial, LLCMar 2018 to now
- Purshe Kaplan Sterling InvestmentsMay 2018 to Jun 2024
- Dodds Wealth Management GroupApr 2005 to Feb 2018
- LPL Financial, LLCSep 2002 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 3 states (CO, LA, TX).
Tandem Financial, LLC
$541.8MAssets managed
457Clients
5Advisers
5 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
- 3128391
- Firm CRD
- 292565