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Chase Erickson is listed as Financial Planning Assistant at Summit Wealth Group, a with 33 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Chase Erickson.
Chase Erickson previously worked as Paraplanner at Cgn Advisors, Llc. Chase Erickson holds Personal Financial Planning, Business And Personal/Financial Services Marketing Operations from Kansas State University.
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I'm a social, hardworking guy who enjoys making connections with the people around me. Helping others to achieve their financial goals is something I'm looking forward to begin working on in my career. I'm currently serving as a Financial Planning Assistant at Summit Wealth Group.
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Colorado Springs, Colorado, United States
Collaborate with Financial Advisors to develop and implement customized financial solutions to meet the immediate and long-term goals of their clients as well as perform various administrative and support tasks.
Manhattan, Kansas, United States
-Manage client accounts on several different CRM systems such as Orion, Redtail, and the Schwab/TD Ameritrade trading sites-Gain skills on how to fulfill day-to-day operations tasks of a financial planning firm-Collaborate with advisors daily to ensure client meetings go as smoothly as possible-Build authentic financial plans on several different financial planning sites such as Money Guide Pro, Orion Planning, Income Solver, and Income Lab
Other employees you can reach at summitwealthgroup.com. View company contacts for 33 employees →
Holly Myers
Colleague at Summit Wealth GroupLittleton, Colorado, United States
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Tyler Wright
Colleague at Summit Wealth GroupColorado Springs, Colorado, United States
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Stephanie Brinkman
Colleague at Summit Wealth GroupChandler, Arizona, United States
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Gary James
Colleague at Summit Wealth GroupMeridian, Mississippi, United States
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David Lee, Cfp®, Cima®
Colleague at Summit Wealth GroupMemphis Metropolitan Area, United States
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Nathan Archuleta, Cfp® Aif®
Colleague at Summit Wealth GroupColorado Springs, Colorado, United States
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Darby Christenson, Crpc®
Colleague at Summit Wealth GroupGreater Phoenix Area, United States
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Stefan Hackethal
Colleague at Summit Wealth GroupDenver Metropolitan Area, United States
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Mauricio Alas
Colleague at Summit Wealth GroupDenver, Colorado, United States
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Nicole Wech
Colleague at Summit Wealth GroupMesa, Arizona, United States
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Quick answers generated from the profile data available on this page.
Chase Erickson works for Summit Wealth Group.
Chase Erickson is listed as Financial Planning Assistant at Summit Wealth Group.
Chase Erickson is based in Colorado Springs, Colorado, United States while working with Summit Wealth Group.
Chase Erickson has worked for Summit Wealth Group and Cgn Advisors, Llc.
Chase Erickson's colleagues at Summit Wealth Group include Holly Myers, Tyler Wright, Stephanie Brinkman, Gary James, and David Lee, Cfp®, Cima®.
You can use AeroLeads to view verified contact signals for Chase Erickson at Summit Wealth Group, including work email, phone, and LinkedIn data when available.
Chase Erickson holds Personal Financial Planning, Business And Personal/Financial Services Marketing Operations from Kansas State University.
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