Erica Michelle Unterreiner
Investment adviser representative at Forefront
12 yearsExperience
1 stateRegistered in
$239.8MFirm assets
2 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Calton & Associates, Inc.May 2025 to now
- Summit AdvisorsFeb 2025 to now
- ForefrontFeb 2024 to now
- Mutual of Omaha Insurance CompanyOct 2024 to Feb 2025
- Mutual of Omaha Investor ServicesOct 2024 to Feb 2025
- Pinellas County Board of EducationSep 2023 to Sep 2024
- UnemployedFeb 2023 to Aug 2023
- Realfi Home Funding CorpOct 2021 to Jan 2023
- UnemployedApr 2021 to Sep 2021
- Digital Risk LLCJun 2020 to Mar 2021
- UnemployedJul 2019 to May 2020
- Nations Lending CorpJun 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 4444953
- Firm CRD
- 308521