Erik Truxal

Current Employers

Employment History

• 04/2014 → 06/2021
  Edward Jones
  St. Louis, MO
• 06/2021 → 07/2025
  Sierra Ridge Wealth Management
  Sacramento, CA
• 07/2025 → 08/2026
  Lpl Financial Llc
  Roseville, CA
• 06/2021 → Present
  Truxal Wealth Management
  Roseville, CA
• 08/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo , CA
• 08/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-01 → 2025-07-10
  Next Financial Group, Inc.
  Sacramento, CA
  Roseville, CA
  Roseville, CA
• 2014-08-19 → 2021-06-02
  Edward Jones
  St Louis, MO
  Roseville, CA
  Granite Bay, CA
  Fair Oaks, CA

Other Businesses

1. NAME OF OTHER BUSINESS: TRUXAL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 06/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL – OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, INVESTMENTS & INSURANCE; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2014 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20

Designations