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Erik David Syverson, CFP

Senior Vice President–Wealth Management

Erik entered the Financial Services industry in 1998 with Morgan Stanley Dean Witter. He steadily grew his client base, transitioned to UBS in 2008 and soon became Branch Manager. He is passionate about helping people and making a difference in their lives. As someone who has spent his entire professional career in Sioux Falls and the surrounding area, he has strong ties and a vast network in the city and region. Emphasizing asset allocation and total portfolio management with a focus on liquidity events and income planning; Erik also provides help with education funding, structures for charitable giving, and income tax reduction strategies. In addition to earning a bachelor's degree in business administration, Erik is a CFP® certificant and holds FINRA Series 7, 9/10, 31, 63, and 65 securities licenses.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108
  • (605) 361-4002

Email Me

Focus on liquidity management

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