Knowledge Powered by experience
Erik entered the Financial Services industry in 1998 with Morgan Stanely Dean Witter. He steadily grew his client base, transitioned to UBS in 2008 and soon became Branch Manager. He is passionate about helping people and making a difference in their lives. As someone who has spent his entire professional career in Sioux Falls and the surrounding area, he has strong ties and a vast network in the city and region. Emphasizing asset allocation and total portfolio management with a focus on liquidity events and income planning; Erik also provides help with education funding, structures for charitbale giving, and income tax reduction strategies. In addition to earning a bachelor's degree in business administration, Erik is a CFP® certificant and holds FINRA Series 7, 9/10, 31, 63, and 65 secruties licenses.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Branch Manager |
Sioux Falls |
May 2008 - Present |
Morgan Stanley |
Financial Advisor |
Sioux Falls |
May 1999 - May 2008 |
Morgan Stanley Dean Witter |
Intern |
Sioux Falls |
October 1998 - May 1999 |
Accomplishments
- Forbes Best-In-State Wealth Advisors 2019, 2020
Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MI, MN, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, WA, WI, WV, WY