Brandon L. Erickson,  CFP<sup>&reg;</sup> - Financial Advisor

Brandon L. Erickson, CFP®

CPA, ChFC,

CPA, ChFC, CFP®, Investment Director, Shareholder

Financial Reserve

12725 SW 66th Ave, Ste 102
Portland, OR 97223
(503) 624-4600

General

Brandon Erickson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Reserve in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: AR,CA,MA,OR,PA,WA
  • Health/disability insurance: AR,CA,MA,OR,PA,WA
  • Fixed annuities: AR,CA,MA,OR,PA,WA
  • Variable annuities: AR,CA,MA,OR,PA,WA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, MI, MN, MO, MT, NC, NV, OH, OR, PA, TN, TX, UT, VA, WA, WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Reserve are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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