Richard Kelly Ericson

Employer firm

Redhawk Wealth Advisors, Inc. CRD 146616

$1.46B regulatory AUM 68 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2023 → Present
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
• 06/2016 → Present
  Alink Captive Insurance Services
  Parker, CO

Other Businesses

1) INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 40% PER MONTH. 2) 2016- ALINK CAPTIVE INSURANCE SERVICES. PRESIDENT. ENTITY USED FOR INCOME RECEIVED BY CREATING INSURANCE COMPANIES AND DBA NAME USED TO MARKET HIS ADVISORY AND INSURANCE SERVICES. TIME SPENT = 10% PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-17

Other Names

• Rich Ericson