Soren Milo Erickson
Investment adviser representative at Badgley Phelps Wealth Managers
10 yearsExperience
1 stateRegistered in
CFADesignation
$7.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Badgley Phelps Wealth Managers, LLC.Jan 2024 to now
- Steward Partners Global Advisory, LLCApr 2021 to Dec 2023
- Umpqua InvestmentsApr 2018 to Apr 2021
- Stancorp Equities, Inc.Sep 2016 to Mar 2018
- Stancorp Investment Advisers, Inc.Sep 2016 to Mar 2018
- Standard Retirement Services, Inc.Sep 2016 to Mar 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
Badgley Phelps Wealth Managers
Legal name: Badgley Phelps Wealth Managers, LLC
$7.3BAssets managed
1,356Clients
28Advisers
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
- 6000053
- Firm CRD
- 315440