Erik J Svensson
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Erik J Svensson? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Advisors LLCOct 2024 to now
- Cetera Financial Specialists LLCOct 2024 to now
- Cetera Investment Services LLCOct 2024 to now
- Cetera Wealth Services, LLCOct 2024 to now
- Morgan StanleySep 2023 to Oct 2024
- Grand Canyon UniversityAug 2018 to Dec 2022
- Superior Clearwater Great ClipsJan 2018 to Sep 2023
- Wayzata High SchoolOct 2017 to Aug 2018
- Borton VolvoMay 2017 to Oct 2017
- Wayzata High SchoolAug 2016 to May 2017
- City of PlymouthNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7795373
- Firm CRD
- 105644