Evan Coulter Erickson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2020 → 10/2021
  Ameriprise Financial Services, Llc.
  Minneapolis, MN
• 07/2019 → 05/2020
  Wells Fargo Bank, N.A.
  Bloomington, MN
• 09/2015 → 06/2019
  Gustavus Adolphus College
  St Peter, MN
• 10/2021 → 06/2022
  Fidelity Investments
  Rosemount, MN
• 06/2022 → Present
  Ubs Financial Services Inc.
  Wayzata, MN

Previous Registrations

• 2022-01-14 → 2022-06-07
  Fidelity Personal And Workplace Advisors
  Rosemount, MN
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10
• S63 Uniform Securities Agent State Law Examination
  2020-12-02

Other Names

• Evan Coulter Erickson
• Evan Erickson