Bradley James Erickson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 01/2024
  Woodbury Fincncial Services
  Grand Forks, ND
• 01/2024 → Present
  Osaic Wealth, Inc.
  Grand Forks, ND

Previous Registrations

• 2005-01-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Grand Forks, ND
• 2002-07-03 → 2005-01-11
  Cetera Investment Services Llc
  Grand Forks, ND
• 2000-05-09 → 2002-06-19
  Investment Centers Of America, Inc.
  Jamestown, ND

Other Businesses

1) CLIMAX COMMUNITY CLUB; NONINV RELATED; HWY 220 CLIMAX,MN 56523; NON-PROFIT ORGANIZATION THAT IMPROVE ONE'S LEADERSHIP SKILLS, NETWORKING OPPORTUNITIES, PERFORMS COMMUNITY SERVICE, AND OFFERS VARIOUS FUN SOCIAL OPPORTUNITIES; BOARD MEMBER; 01/15/2010; 1HR/MON; 0HR/MON; HELP ASSIST IN MAKING PERTINENT BUSINESS DECISIONS 2) CLIMAX-SHELLY PUBLIC SCHOOL POSITION: Board Member NATURE: public school INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 111 E Broadway, Climax MN 56523, United States DESCRIPTION: Provide pertinent input on the day-to-day operations of school 3) ERICKSON FINANCIAL ADVISORS POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/07/2010 ADDRESS: 2812 17th Ave S, Suite F, Grand Forks ND 58201, United States DESCRIPTION: Provide insurance quotes, perform business within fixed annuities, traditional life insurance, long-term care insurance, and service previously issued insurance contracts

Exams

• S66 Uniform Combined State Law Examination
  1999-12-02