Ryan Erickson is a CFP-designated registered investment advisor at Tandem Financial, LLC, based in Greenwood Village, CO, with 26 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 312 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tandem Financial charges a calendar quarterly investment management fee based on the average daily balance of your account. The maximum annual advisory fee is 1.25%. A minimum annual fee of $2,500 per household may be imposed, but advisory fees are negotiable. The custodian will debit your account directly for the advisory fee and pay that fee to Tandem Financial.
Location
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO, 80111
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Regulatory History
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.
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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.
Employment History
Current Registrations
Tandem Financial, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Dodds Wealth Management Group
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.