Erik Robert Gullickson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2011 → Present
  Raymond James Financial Services
  Lake In The Hills, IL
• 05/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Lake In The Hills, IL

Previous Registrations

• 2007-07-02 → 2011-05-27
  Edward Jones
  St Louis, MO
  West Dundee, IL

Other Businesses

(1)Name of Business: FLP Tax Services Inc Address: 38W780 Hogan Hill, Elgin, IL, 60124, United States Activity Type: Tax Preparation Position/Title: Partner, Bookkeeper, Owner/Proprietor, Officer - Secretary Investment Related: No Start Date: 01/23/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assisting with running the company. Also, preparing and filing federal and state tax returns for individuals, families, and small businesses. (2)Name of Business: Gullickson Tax Services Address: 8195 Pyott Rd, Lake in the Hills, IL, 60156, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax preparation for individuals and families. (3)Name of Business: Summit Wealth Strategies Address: 8195 Pyott Rd, Lake in the Hills , IL, 60156, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/20/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: The Conservation Foundation Address: 10S404 Knoch Knolls Rd , Naperville, IL, 60565, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 04/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board of Trustee Member - Organizing, directing, and participating in activities to support land and water conservation throughout northern Illinois counties. \n\nFinance Committee Member - Acting as one of many finance committee board members. Assisting with reviewing reports and providing advice as needed on finances of the Foundation. I do not have check writing capabilities and I will not be handling funds for the Foundation. (5)Name of Business: The Conservation Foundation Address: 10S404 Knoch Knolls Road , Naperville , IL, 60565, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Finance Committee Chair to The Conservation Foundation.\nRoll will be to lead financial committee meetings for the Foundation. Report to the board of trustees results of the meetings. Verify and review foundation finances and expenses.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-25