EW
EW

Erin Renee Watkins

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
256 clients
Average Client Portfolio
$396K average
Assets Under Management
$101.3M

Fee Structure

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Location

1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920

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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.

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Other Business ActivitiesSells Insurance

Erin may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
56 Capital Partners, LTD
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
August 2016 - December 2017 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2016 - December 2017 · 1 yr 11 mos
State Registrations5 states
COGAMITXVA
Advisor
Exams
No exam information available for this advisor.