Kerry Duane Erickson
Investment adviser representative at Erickson Financial Group, LLC
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$198.9MFirm 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 assetsHourlyFixed 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.
- Erickson Financial Group, LLCFeb 2019 to now
- Massmutual Life Insurance CompanyApr 2002 to Feb 2019
- MML Investors Services, Inc.Apr 2002 to Feb 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Erickson Financial Group, LLC
$198.9MAssets managed
260Clients
3Advisers
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
- 4528342
- Firm CRD
- 299818