Ryan Bradley Erickson

Employer firm

Tandem Financial, LLC CRD 292565

$542M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2002 → 02/2018
  Lpl Financial, Llc
  Denver, CO
• 04/2005 → 02/2018
  Dodds Wealth Management Group
  Englewood, CO
• 03/2018 → Present
  Tandem Financial, Llc
  Greenwood Village, CO
• 05/2018 → 06/2024
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-09-03 → 2018-03-08
  Lpl Financial Llc
  Greenwood Village, CO
  Denver, CO
• 2011-04-11 → 2018-03-08
  Dodds Wealth Management Group
  Greenwood Village, CO

Other Businesses

1.Tandem Financial, LLC; Investment related; 8400 E. Prentice Ave, Suite 1360, Greenwood Village, CO 80111; Investment Advisory (RIA); Co-founder/financial advisor-3/1/2018; 35 hrs/mth; 100% during trading hrs; Client relationship; Investment Management and Financial Planning. 2. 08/07/2013; No Business Name; Real Estate Rental; Investment Related; At Reported Business Location(s); No Time Spent; residential single family home rental

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-16

Designations

• Certified Financial Planner