Erica Jean Aitken

Current Employers

Employment History

• 12/2016 → Present
  Wicks Emmett Llp
  Roseburg, OR
• 10/2013 → 12/2016
  The Chp Group
  Beaverton, OR
• 07/2024 → Present
  Avantax Planning Partners Inc.
  Roseburg, OR

Other Businesses

1) WICKS EMMETT LLP POSITION: Associate NATURE: Wicks Emmett LLP provides CPA and advisory services. This includesbusiness consulting & advisory services, assurance services, estate and trust services, tax management, preparation and advisory services, accounting services, and retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/19/2016 ADDRESS: 358 NE Winchester St, Roseburg OR 97470, United States DESCRIPTION: As an Assurance Partner, I oversee the assurance department, which includes audits, reviews, compilations, and agreed upon procedures. I provide tax compliance services to non-profit organizations, including Form 990 informational returns, state informational returns, and related regulatory representation services for these non-profit organizations. I am also involved in certain firm administrative duties, including firm operations, managerial tasks, and staff recruiting.Once licensed, this is the entity I will be using to market the Avantax business/services. 2) AVANTAX PLANNING PARTNERS INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and provide investment and financial planning to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/02/2024 ADDRESS: 358 NE Winchester St, Roseburg OR 97470, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients. 3) DOUGLAS COUNTY MUSIC ASSOCIATION POSITION: Treasurer NATURE: The association facilitates and supports the performance of musicians and artists; provides scholarships and opportunities for musicians to attend music camps or universities; and provides music educators and education resources to students. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2022 ADDRESS: 1602 NE Vine Street, Roseburg OR 97470, United States DESCRIPTION: As the Treasurer, I oversee the financial activity of the organization,attend Board meetings,prepare financial reports for the Boardmeetings?, prepare bank reconciliations, and complete the annual informational tax filings with the IRS and State of Oregon.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-31

Other Names

• Erica J Aitken
• Erica Aitken
• Erica Nelson
• Erica J Nelson