Erika Louise Shearer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → 04/2018
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 05/2015 → 04/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2018 → 04/2023
  Raymond James & Associates, Inc.
  Milwaukee, WI
• 05/2018 → 08/2020
  Uber
  Whitefish Bay, WI
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Big Bend, WI
• 06/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Big Bend, WI
• 09/2019 → 12/2025
  Instacart
  Big Bend, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-09
• S63 Uniform Securities Agent State Law Examination
  2011-02-24

Other Names

• Erika Straka
• Erika Louise Straka
• Erika Louise Uebelacker