BE
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Brian Patrick Erickson

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606

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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

Brian operates Mueller Financial Services and IHT Wealth Management as DBAs for his LPL business and as a registered investment advisor. He also works as an insurance agent selling fixed insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Iht Wealth Management LLC
November 2020 - Present · 5 yrs 3 mos
LPL Financial LLC
November 2020 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
LPL Financial LLC
June 2018 - March 2020 · 1 yr 9 mos
LPL Financial LLCBroker
February 2018 - March 2020 · 2 yrs 1 mo
State Registrations2 states
FLIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.