Erik Robert Dodds
Investment adviser representative at Whitwell Advisors
22 yearsExperience
4 statesRegistered in
$116.8MFirm assets
1 yearFirm in business
Are you Erik Robert Dodds? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Whitwell AdvisorsJan 2025 to now
- Whitwell & CoDec 2024 to now
- Concentric Investment Opportunities, LLCDec 2020 to now
- Seeds In Soil, LLCDec 2020 to now
- Crg Wealth, LLCFeb 2019 to now
- Canyon Ridge Group, LLC;Dec 2018 to now
- Erd Consulting, LLCMar 2018 to now
- Crown Wealth Management, LLCApr 2004 to now
- Liberty Partners Capital Management, LLCSep 2017 to May 2019
- Liberty Partners Financial Services, LLCSep 2017 to May 2019
- J.W. Cole Advisors, Inc.Jan 2016 to Sep 2017
- J.W. Cole Financial, Inc.Jan 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (HI, MN, NV, TX).
Whitwell Advisors
Legal name: Whitwell & Co, LLC
$116.8MAssets managed
337Clients
6Advisers
1 yearIn 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
- 4356082
- Firm CRD
- 331958