Gary Allen Erickson

Employer firm

Wyndfall Financial Inc CRD 300237

$2.15M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 05/2008 → 03/2019
  H.D. Vest Advisory Representative
  Aurora, CO
• 05/2008 → 03/2019
  H.D. Vest Investment Services
  Englewood, CO
• 03/2019 → Present
  Wyndfall Financial Inc
  Hamilton, MT

Previous Registrations

• 2019-03-11 → 2023-12-31
  Wyndfall Financial Inc
  Hamilton, MT
• 2009-09-18 → 2019-03-15
  Avantax Advisory Services
  Hamilton, MT
• 2008-09-15 → 2009-03-12
  Hornor, Townsend & Kent, Llc
  Denver, CO

Other Businesses

Wyndfall Financial Inc Not investment related 1591 N 1st St Ste 3 Hamilton MT 59840 Tax Preparation President Tax Preparer 08/2009 - 01/2024 40 hrs per week during tax season tax preparation

Exams

• S66 Uniform Combined State Law Examination
  2008-09-06

Other Names

• Gary A Erickson