Investment adviser representative · Erickson Financial Solutions, LLC
Steven S. Erickson
CRD 2530121 · Jefferson City, MO
At a glance
Steven S. Erickson is an investment adviser representative with Erickson Financial Solutions, LLC in Jefferson City, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 1996, about 30 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Erickson Financial Solutions, LLCSince June 1996Jefferson City, MO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1996 (30 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’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
- 1 firmLocked
- 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.
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