DE
DE

Daily Katherine Erickson

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
3,655 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$5K
Loading...

Location

8683 Highway 51, Minocqua, WI, 54548

Get directions

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.

Learn about disclosures →
Other Business Activities

Daily works as a bartender at Murmuring Waters Lodge, a restaurant/tavern. This takes about 10-20% of his time and does not occur during trading hours.

Employment History
Current Registrations
Associated Investment Services, INC.
February 2023 - Present · 3 yrs
Associated Investment Services, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
September 2021 - April 2022 · 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daily Katherine Erickson - Financial Advisor | TrueAdvisor