Andrew Erickson

Current Employers

Employment History

• 06/2016 → 11/2024
  Edward Jones
  Arlington Heights, IL
• 11/2024 → Present
  Avantax Investment Services Inc.
  Arlington Heights, IL
• 11/2024 → Present
  Avantax Advisory Services
  Arlington Heights, IL
• 11/2024 → Present
  Avantax Insurance Agency, Llc
  Arlington Heights, IL
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-08 → 2025-09-08
  Avantax Advisory Services
  Northbrook, IL
  Dallas, TX
  Park Ridge, IL
• 2016-10-21 → 2024-11-12
  Edward Jones
  Arlington Heights, IL
  St Louis, MO
  Skokie, IL
  Buffalo Grove, IL
  Skokie, IL

Other Businesses

1) CLEARGUIDE WEALTH POSITION: Owner NATURE: I will offer financial planning, investment planning, retirement planning, and tax planning services under this DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2024 ADDRESS: 805 W Touhy Ave, Park ridge IL 60056, United States DESCRIPTION: Meet with clients prospect for new clients review investment performance and risk create and execute financial planning evaluate life insurance coverage for clients and prospective clients 2) ROZOVICS WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: Provide investment advice and financial planning to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/02/2024 ADDRESS: 805 W Touhy, Park Ridge IL 60068, United States DESCRIPTION: Meet with clients; Discuss their holdings ;Monitor investment portfolio; Create and deliver financial plans; Discuss insurance needs and solutions

Exams

• S66 Uniform Combined State Law Examination
  2016-08-22

Designations

Other Names

• Andrew G Erickson
• Andrew Glen Erickson
• Andy Erickson