Erin Kay Wood
Investment adviser representative at Assetmark, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$91.8BFirm 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.
- Portfolio management
Experience
15 years in the industry.
- Assetmark, Inc.Aug 2025 to now
- Assetmark Financial Holdings, IncDec 2024 to now
- Carson GroupJul 2018 to Nov 2024
- Cwm, LLCJul 2018 to Nov 2024
- Raymond James Financial Services Advisors Inc.Jun 2015 to Jul 2018
- Raymond James Financial Services, Inc.Jun 2015 to Jul 2018
- First National Bank of OmahaJun 2011 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 4701048
- Firm CRD
- 109018