Erik Daniel Austin
Investment adviser representative at Wafd Wealth, Inc
10 yearsExperience
1 stateRegistered in
$348.1MFirm assets
1 yearFirm 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 assetsFixed 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
10 years in the industry.
- Wafd Wealth, IncJun 2026 to now
- RBC Wealth ManagementJul 2024 to Aug 2024
- SymetraMay 2023 to Sep 2025
- Gonzaga UniversityAug 2021 to May 2026
- Pagliacci PizzaJun 2020 to Jan 2023
- Seattle Preparatory SchoolAug 2017 to May 2021
- UnemployedJun 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wafd Wealth, Inc
$348.1MAssets managed
274Clients
11Advisers
1 yearIn 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
- 7959006
- Firm CRD
- 337346