Erika Agard is a CFP-designated registered investment advisor at Aptus Financial, LLC, based in Windsor, CO, with 10 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aptus Financial does not manage client investments. Instead, Aptus provides investment advisory services to do-it-yourself investors. Aptus will educate clients about potential low-cost index funds and/or exchange-traded funds (ETFs) that are designed to help the clients capture market returns.
Location
Windsor, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aptus Financial, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.