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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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.
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
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.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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