Inactive

Erik Walfred Carlson

Cahill Financial Advisors, Inc.

Claim This Profile

Current Employers

Cahill Financial Advisors, Inc.

7261 Ohms Lane, Edina, MN 55439 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-07-19
TX	RA	APPROVED	2024-07-19

MN RA
APPROVED

Since 2024-07-19
TX RA
APPROVED

Since 2024-07-19

Branch Locations

7261 Ohms Lane, Edina, MN 55439 • 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

Organization	City	State	From	To
Covenant Trust Company	Golden Valley	MN	06/2016	07/2024
Cahill Financial Advisors	Edina	MN	07/2024	Present

06/2016 → 07/2024

Covenant Trust Company

Golden Valley, MN
07/2024 → Present

Cahill Financial Advisors

Edina, MN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-10-15

S63 Uniform Securities Agent State Law Examination

2015-10-15

Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

THOMAS LEO ADVISORY, LLC

STAIRWAY PARTNERS, LLC

MSM FINANCIAL, LLC

U.S. BANCORP ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD

STEPHANIE MEALMAN STUART

CHARLES ROBERT COOPER

LEO CHRISTOPHER ARMS

JOSEPH ROBERT DOLAN

AARON CHRISTOPHER BALSAM

MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN

THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN

STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

MSM FINANCIAL, LLC · MINNEAPOLIS, MN

STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

EDWARD JONES · MINNEAPOLIS, MN

U.S. BANCORP ADVISORS, LLC · Edina, MN

CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

More in Edina, MN

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor