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Soren Milo Erickson

Badgley Phelps Wealth Managers

Seattle, WA

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Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-02-21
  • WA RA
    APPROVED
    Since 2024-02-21

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Portland OR 05/2016 09/2016
Stancorp Equities, Inc. Portland OR 09/2016 03/2018
Stancorp Investment Advisers, Inc. Portland OR 09/2016 03/2018
Standard Retirement Services, Inc. Portland OR 09/2016 03/2018
Umpqua Investments Portland OR 04/2018 04/2021
Steward Partners Global Advisory, Llc Lake Oswego OR 04/2021 12/2023
Badgley Phelps Wealth Managers, Llc. Seattle WA 01/2024 Present
  • 05/2016 → 09/2016
    Unemployed
    Portland, OR
  • 09/2016 → 03/2018
    Stancorp Equities, Inc.
    Portland, OR
  • 09/2016 → 03/2018
    Stancorp Investment Advisers, Inc.
    Portland, OR
  • 09/2016 → 03/2018
    Standard Retirement Services, Inc.
    Portland, OR
  • 04/2018 → 04/2021
    Umpqua Investments
    Portland, OR
  • 04/2021 → 12/2023
    Steward Partners Global Advisory, Llc
    Lake Oswego, OR
  • 01/2024 → Present
    Badgley Phelps Wealth Managers, Llc.
    Seattle, WA
Previous Registrations
  • 2018-04-04 → 2023-12-23
    Steward Partners Investment Solutions, Llc
    Portland, OR
    Portland, OR
  • 2016-10-06 → 2018-04-05
    Stancorp Investment Advisers, Inc.
    Portland, OR
  • 2012-03-13 → 2016-05-24
    Paracle Advisors Llc
    Mercer Island, WA
  • 2015-08-18 → 2016-05-23
    Leader Capital Corp.
    Vancouver, WA
    Vancouver, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-12-19
S65 Uniform Investment Adviser Law Examination 2012-03-12
  • S63 Uniform Securities Agent State Law Examination
    2016-12-19
  • S65 Uniform Investment Adviser Law Examination
    2012-03-12
Designations
Other Names
  • Soren Erickson

View on SEC IAPD

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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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