Financial Advisor
Current
Marline & Associates Llc Wealth Management
Dec 2018 - Present
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Kurt Erickson Email & Phone Number
Financial Advisor
at
Marline & Associates LLC Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Marline & Associates LLC Wealth Management
Role
Financial Advisor
Location
United States
Who is Kurt Erickson? Overview
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Quick answer
Kurt Erickson is listed as Financial Advisor at Marline & Associates LLC Wealth Management, based in United States. AeroLeads shows a matched LinkedIn profile for Kurt Erickson.
Kurt Erickson previously worked as Financial Advisor at Morgan Stanley and Vice President Private Banking at Bmo Harris Wealth Management. Kurt Erickson holds Bachelors Of Science, Accounting And Finance from Minnesota State University, Mankato.
Profile bio
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.
Current workplace
Kurt Erickson's current company
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Marline & Associates Llc Wealth Management
6 roles
Kurt Erickson work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Dec 2012 - Dec 2018
Vice President Private Banking
Bmo Harris Wealth Management
Nov 2007 - Apr 2012
Private Banker
Jun 2000 - Sep 2007
Relationship Banker
Wells Fargo Bank
Jul 1988 - Jun 2000
Certified Public Accountant
Christensen & Associates
Sep 1985 - Jun 1988
2 education records
Kurt Erickson education
Bachelors Of Science, Accounting And Finance
Associate Of Arts - Aa, Accounting And Business/Management
FAQ
Frequently asked questions about Kurt Erickson
Quick answers generated from the profile data available on this page.
What company does Kurt Erickson work for?
Kurt Erickson works for Marline & Associates LLC Wealth Management.
What is Kurt Erickson's role at Marline & Associates LLC Wealth Management?
Kurt Erickson is listed as Financial Advisor at Marline & Associates LLC Wealth Management.
Where is Kurt Erickson based?
Kurt Erickson is based in United States while working with Marline & Associates LLC Wealth Management.
What companies has Kurt Erickson worked for?
Kurt Erickson has worked for Marline & Associates Llc Wealth Management, Morgan Stanley, Bmo Harris Wealth Management, Wells Fargo Private Client Services Inc., and Wells Fargo Bank.
How can I contact Kurt Erickson?
You can use AeroLeads to view verified contact signals for Kurt Erickson at Marline & Associates LLC Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kurt Erickson attend?
Kurt Erickson holds Bachelors Of Science, Accounting And Finance from Minnesota State University, Mankato.
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