Ryan Bradley Erickson

CFP

Tandem Financial, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningEducation PlanningHigh Net Worth

Tandem Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

312 clients

Average Client Portfolio

$933K average

Assets Under Management

$291.2M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO, 80111

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ryan is a co-founder and financial advisor at Tandem Financial, LLC, dedicating about a quarter of his time to client relationships, investment management, and financial planning. He also owns residential rental real estate, spending minimal time on this activity.