Investment adviser representative · Erickson Financial Group, LLC
Chad D. Wakeman
CRD 8181013 · Allentown, PA
At a glance
Chad D. Wakeman is an investment adviser representative with Erickson Financial Group, LLC in Allentown, PA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Erickson Financial Group, LLCSince November 2025Allentown, PA · $199M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Erickson Financial Group, LLC
- Kerry D. EricksonAllentown · Chartered Financial Consultant
- Timothy J. EricksonAllentown
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