Kurt Erickson

Kurt Erickson Email and Phone Number

Financial Advisor at Marline & Associates LLC Wealth Management @
Kurt Erickson's Location
United States, United States
About Kurt Erickson

As your Financial Advisor, I will help you create a personalized financial strategy based on your lifestyle goals to assist you in growing, managing and preserving your wealth. Using our discovery process, I will work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track.

Kurt Erickson's Current Company Details
Marline & Associates LLC Wealth Management

Marline & Associates Llc Wealth Management

Financial Advisor at Marline & Associates LLC Wealth Management
Kurt Erickson Work Experience Details
  • Marline & Associates Llc Wealth Management
    Financial Advisor
    Marline & Associates Llc Wealth Management Dec 2018 - Present
    Duluth, Minnesota
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Dec 2012 - Dec 2018
    Duluth, Minnesota
    View
  • Bmo Harris Wealth Management
    Vice President Private Banking
    Bmo Harris Wealth Management Nov 2007 - Apr 2012
    Superior, Wisconsin
  • Wells Fargo Private Client Services Inc.
    Private Banker
    Wells Fargo Private Client Services Inc. Jun 2000 - Sep 2007
    Duluth, Minnesota
    View
  • Wells Fargo Bank
    Relationship Banker
    Wells Fargo Bank Jul 1988 - Jun 2000
    Duluth, Minnesota
  • Christensen & Associates
    Certified Public Accountant
    Christensen & Associates Sep 1985 - Jun 1988
    Burnsville, Minnesota

Kurt Erickson Education Details

Frequently Asked Questions about Kurt Erickson

What company does Kurt Erickson work for?

Kurt Erickson works for Marline & Associates Llc Wealth Management

What is Kurt Erickson's role at the current company?

Kurt Erickson's current role is Financial Advisor at Marline & Associates LLC Wealth Management.

What schools did Kurt Erickson attend?

Kurt Erickson attended Minnesota State University, Mankato, Inver Hills Community College.

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