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Erik Daniel Sherfinski

Equitable Advisors, LLC

Wausau, WI

Rhinelander, WI

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
WI RA APPROVED 2023-01-19
  • TX RA
    APPROVED
    Since 2024-07-01
  • WI RA
    APPROVED
    Since 2023-01-19

Branch Locations

2100 Stewart Avenue Suite 150, Wausau, WI 54401 • United States

8A West Davenport St Suite 206, Rhinelander, WI 54501 • 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
Equitable Advisors Llc New York NY 03/2022 Present
Partners In Planning Llc Wausau WI 07/2020 03/2022
University Of Wisconsin Eau Claire Eau Claire WI 09/2019 06/2020
Sherf Development Llc Wausau WI 05/2019 08/2019
New Team Llc Fort Lauderdale FL 11/2018 04/2019
University Of Wisconsin Eau Claire Eau Claire WI 09/2018 05/2019
University Of Wisconsin Marathon County Wausau WI 09/2016 05/2018
Sherf Development Llc Wausau WI 03/2012 09/2018
  • 03/2022 → Present
    Equitable Advisors Llc
    New York, NY
  • 07/2020 → 03/2022
    Partners In Planning Llc
    Wausau, WI
  • 09/2019 → 06/2020
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 05/2019 → 08/2019
    Sherf Development Llc
    Wausau, WI
  • 11/2018 → 04/2019
    New Team Llc
    Fort Lauderdale, FL
  • 09/2018 → 05/2019
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 09/2016 → 05/2018
    University Of Wisconsin Marathon County
    Wausau, WI
  • 03/2012 → 09/2018
    Sherf Development Llc
    Wausau, WI
Other Businesses

DBA: Partners in Planning, 2100 Stewart Ave, Ste 150, Wausau, WI 54401.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
  • S66 Uniform Combined State Law Examination
    2022-12-19

View on SEC IAPD

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