Adviser and broker representative · The Wealth Consulting Group
Erika D. Ferris
CRD 3254114 · Billings, MT
At a glance
Erika D. Ferris is an investment adviser representative with The Wealth Consulting Group in Billings, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erika’s SEC record dates to 2001, about 25 years ago. Erika is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- The Wealth Consulting GroupSince January 2025Billings, MT · $6.3B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Erika’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
- 5 firmsLocked
- 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
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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 and FINRA BrokerCheck.