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Shera Adriana Erickson

Vivid Wealth Management, LLC

West Des Moines, IA

CRD 8164580

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Employer firm

Vivid Wealth Management, LLC CRD 322974

$291M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Vivid Wealth Management, Llc

2600 Westown Parkway Suite 150, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-10
NE RA APPROVED 2025-09-25
IA RA APPROVED 2025-09-24
  • TX RA
    APPROVED
    Since 2025-12-10
  • NE RA
    APPROVED
    Since 2025-09-25
  • IA RA
    APPROVED
    Since 2025-09-24

Branch Locations

2600 Westown Parkway Suite 150, West Des Moines, IA 50266 • 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
Lenz Heating & Cooling Urbandale IA 06/2020 03/2022
Student Urbandale IA 09/2015 06/2022
Student Waukee IA 03/2022 10/2022
Vivid Tax & Wealth Advisors West Des Moines IA 10/2022 11/2023
Vivid Tax & Wealth Advisors West Des Moines IA 11/2023 09/2024
Vivid Tax & Wealth Advisors West Des Moines IA 09/2024 Present
Vivid Wealth Management, Llc West Des Moines IA 09/2025 Present
  • 06/2020 → 03/2022
    Lenz Heating & Cooling
    Urbandale, IA
  • 09/2015 → 06/2022
    Student
    Urbandale, IA
  • 03/2022 → 10/2022
    Student
    Waukee, IA
  • 10/2022 → 11/2023
    Vivid Tax & Wealth Advisors
    West Des Moines, IA
  • 11/2023 → 09/2024
    Vivid Tax & Wealth Advisors
    West Des Moines, IA
  • 09/2024 → Present
    Vivid Tax & Wealth Advisors
    West Des Moines, IA
  • 09/2025 → Present
    Vivid Wealth Management, Llc
    West Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25

View on SEC IAPD

Nearby Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
FOSTER GROUP, INC.

Nearby Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE

Nearby Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA

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