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Erica Jean Aitken

Advisor at Cetera Planning Partners — Roseburg, OR

Updated today

Credentials

Series 65

Experience

2 years

Location

Roseburg, OR 97470

Cetera Planning Partners logo

Cetera Planning Partners

Enterprise

Total advisors

319

Across 151 offices

Clients per advisor

15 Very Low

Avg AUM per client

$848,315 High

HNW client ratio

31% High

About

Erica Aitken is a financial advisor at Cetera Planning Partners with a Series 65 designation and two years of industry experience. She has held prior roles at Avantax Planning Partners Inc. and Wicks Emmett LLP, where she continues to serve as an Assurance Partner providing tax compliance and advisory services. Outside of financial advising, Erica is the Treasurer of the Douglas County Music Association, overseeing the organization’s financial activities and reporting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm offers additional support such as tax planning, payroll services, and estate planning through third-party providers, employing a formal planning process centered on diversified allocations aligned with client objectives and risk tolerance.

Client services

Based on Cetera Planning Partners

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Cetera Planning Partners

Retirement income strategy Social Security optimization General retirement planning General tax planning

Demographic focus

Based on Cetera Planning Partners

Approaching retirement Retired

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Fee options

Percentage

$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)

Location

See office

Roseburg, OR

358 NE Winchester St.

Roseburg OR 97470

Advisors at this office

1

Most active in

Oregon

Work history

2 years of industry experience

Cetera Planning Partners

2026 - Present • 1 year

El Segundo, CA

Avantax Planning Partners Inc.

2024 - 2026 • 2 years

El Segundo, CA

Wicks Emmett LLP

2016 - Present • 10 years

Roseburg, OR

The CHP Group

2013 - 2016 • 3 years

Beaverton, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dan J

Series 65

Roseburg, OR

DJ Financial

Dan Jones is a financial advisor at DJ Financial in Roseburg, OR, holding a Series 65 designation with 12 years of industry experience. He operates a CPA sole proprietorship providing tax consulting services alongside his advisory role and serves as a director on the board of Oregon Pacific Bank. DJ Financial offers investment management and financial planning services to individuals, small employer pension and profit-sharing plans, and corporate clients. The firm’s approach focuses on lower-cost investments with a long-term perspective and integrates tax and management accounting services through the principal’s active CPA practice.

General retirement planning Wealth management Income planning Tax strategies for small businesses Founder/Business Owner
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Justin B

Series 63, Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Justin Bruggeman is a financial advisor at Littlejohn Financial Services Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Littlejohn Financial Services since 2017, following a year at COUNTRY Capital Management Company. Outside of his advisory role, he is involved in insurance sales. Littlejohn Financial Services is an SEC-registered, team-based advisory firm serving individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental-analysis investment approach and emphasizes client education through workshops and other outreach activities.

Concentrated stock management Founder/Business Owner Retired
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Matthew D

Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
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Fred L

CFP®, Series 63, Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Fred Littlejohn II is a CFP® professional with 24 years of industry experience. He is the principal owner of Littlejohn Financial Services Inc and previously spent 12 years with Bigfoot Investments. Outside of advisory work, he is a part owner of an industrial manufacturing business that produces protectors for lumber transport on rail cars. Littlejohn Financial Services is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a team-based approach with a long-term, fundamental-analysis investment strategy and places emphasis on client education through workshops and a weekly financial radio program.

Concentrated stock management Founder/Business Owner Retired
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Wesley H

Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
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Cameron L

Series 66

Roseburg, OR

D.A. Davidson & Co.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing restoration in the Umpqua River Basin. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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