Soren Milo Erickson

Employer firm

Badgley Phelps Wealth Managers CRD 315440

$7.28B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS. INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 05/2016 → 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

• S63 Uniform Securities Agent State Law Examination
  2016-12-19
• S65 Uniform Investment Adviser Law Examination
  2012-03-12

Designations

• Chartered Financial Analyst

Other Names

• Soren Erickson