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Shera Adriana Erickson

Vivid Wealth Management, LLC

West Des Moines, IA

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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

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KSA PARTNERS, LLC · WEST DES MOINES, IA
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