Maria Anna Eriksen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2020 → 07/2021
  Visionpoint Advisory Group
  Dallas, TX
• 09/2018 → 10/2020
  Texas Tech University
  Lubbock, TX
• 02/2015 → 05/2017
  University Of Texas Rio Grande Valley
  Edinburg, TX
• 08/2013 → 05/2019
  Student
  Lubbock, TX
• 07/2021 → 08/2023
  Lpl Financial, Llc
  Bingham Farms, MI
• 08/2023 → 03/2024
  Strategic Wealth Capital
  San Francisco, CA
• 03/2024 → Present
  Lpl Financial Llc
  Archer City, TX

Previous Registrations

• 2023-08-15 → 2024-03-18
  Strategic Wealth Capital
  San Francisco, CA
  Archer City, TX
• 2023-02-18 → 2023-08-22
  Lpl Financial Llc
  San Diego, CA
  Bingham Farms, MI
• 2021-06-15 → 2022-02-04
  Balefire, Llc
  Dallas, TX

Other Businesses

1- 03/2024 / Future Benefits Corporation / DBA for LPL Business (entity for LPL business) / Investment Related / 173 hrs mth / 8 hrs during trading / At reported business location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-17
• S65 Uniform Investment Adviser Law Examination
  2021-06-15

Designations

• Certified Financial Planner