Timothy J. Erickson
Investment adviser representative at Erickson Financial Group, LLC
14 yearsExperience
2 statesRegistered in
$198.9MFirm assets
5 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 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
14 years in the industry.
- Erickson Financial Group, LLCJan 2019 to now
- MML Investors Services, LLC [dba Erickson Financial]Dec 2012 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 6152283
- Firm CRD
- 299818