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Erin Lynn Milnikel

Edward Jones

North Liberty, IN

CRD 6369313

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-30
IN RA APPROVED 2024-11-22
  • TX RA
    APPROVED
    Since 2025-01-30
  • IN RA
    APPROVED
    Since 2024-11-22

Branch Locations

119 N Main Street, North Liberty, IN 46554-7703 • 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
Edward Jones North Liberty IN 07/2014 Present
Farmasi South Bend IN 12/2023 02/2024
Amazon South Bend IN 12/2023 Present
  • 07/2014 → Present
    North Liberty, IN
  • 12/2023 → 02/2024
    Farmasi
    South Bend, IN
  • 12/2023 → Present
    Amazon
    South Bend, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Erin Lynn Martin

View on SEC IAPD

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