Shera Adriana Erickson
Investment adviser representative at Vivid Wealth Management, LLC
11 yearsExperience
3 statesRegistered in
$290.9MFirm assets
4 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Vivid Wealth Management, LLCSep 2025 to now
- Vivid Tax & Wealth AdvisorsOct 2022 to now
- Lenz Heating & CoolingJun 2020 to Mar 2022
- StudentSep 2015 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, TX).
Vivid Wealth Management, LLC
$290.9MAssets managed
434Clients
3Advisers
4 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
- 8164580
- Firm CRD
- 322974