Samuel August Erickson
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMar 2025 to now
- BMO Harris BankMar 2025 to now
- Eagle Strategies LLCNov 2023 to Feb 2025
- Nylife Securities LLC.Jul 2023 to Feb 2025
- Action Financial Strategies, LLCFeb 2023 to Feb 2025
- Freedom Area School DistrictSep 2022 to Feb 2023
- Newport Group, IncMay 2022 to Sep 2022
- Altra Credit UnionDec 2020 to May 2022
- Boys and Girls ClubOct 2019 to Jan 2020
- Fox Electric, LLCMay 2019 to Aug 2019
- Culver'sSep 2018 to May 2019
- University of Wisconsin - La CrosseSep 2017 to May 2022
- Jdc Poured WallsMay 2017 to Aug 2017
- Freedom High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7697954
- Firm CRD
- 6413