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Erik Robert Dodds

Advisor at CRG Wealth, LLC — Clear Lake, MN

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Clear Lake, MN 55319

CRG Wealth, LLC logo

CRG Wealth, LLC

Independent

Total advisors

1

Clients per advisor

4 Low

Avg AUM per client

$346,250 Low

HNW client ratio

25% Typical

About

Erik Dodds is a financial advisor with Whitwell Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner of Crown Wealth Management, LLC, an insurance agency, and also manages ERD Consulting, LLC, which holds ownership of Canyon Ridge Group, LLC. Additionally, he is involved in several other business ventures, including Concentric Investment Opportunities, LLC and Seeds in Soil, LLC. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selective individual securities within defined strategies, combining fundamental, technical, and macroeconomic analysis, and supports affiliated advisers through operational and compliance oversight across multiple offices.

Client services

Based on CRG Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
On-going financial planning/ financial coaching

Expertise

Based on CRG Wealth, LLC

Options & derivatives strategies Active portfolio management Tax-loss harvesting Private / alternative investments

Occupation focus

Based on CRG Wealth, LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - AND UP: 1.00%

Project-based

$150-$500/hour for financial planning and pension consulting

Performance-based

Clear Ridge Fund Partnership: 2.0% annual management fee (charged monthly as 1/12th), plus 20% annual performance allocation over high water mark

Subscriptions

On-going financial planning fees: $49 to $300 monthly

Other

Fee-only: Fixed fees for financial planning and pension consulting: $150/hour (negotiable); Hourly financial planning fees: $150-$500/hour; On-going financial planning monthly fixed fees: $49-$300/month

Location

Clear Lake, MN

6083 125th Ave SE

Clear Lake MN 55319

Advisors at this office

1

Most active in

Hawaii · Minnesota · Nevada · Texas

Work history

19 years of industry experience

Whitwell & Co

2024 - Present • 2 years

Austin, TX

Concentric Investment Opportunities, LLC

2020 - Present • 6 years

Las Vegas, NV

Seeds in Soil, LLC

2020 - Present • 6 years

Las Vegas, NV

CRG Wealth, LLC

2019 - Present • 7 years

Henderson, NV

Canyon Ridge Group, LLC;

2018 - Present • 8 years

Las Vegas, NV

ERD Consulting, LLC

2018 - Present • 8 years

Las Vegas, NV

Liberty Partners Financial Services, LLC

2017 - 2019 • 2 years

Bakersfield, CA

Liberty Partners Capital Management, LLC

2017 - 2019 • 2 years

Bakersfield, CA

J.W. Cole Financial, Inc.

2016 - 2017 • 1 year

Tampa, FL

J.W. Cole Advisors, Inc.

2016 - 2017 • 1 year

Tampa, FL

Crown Wealth Management, LLC

2004 - Present • 22 years

Las Vegas, NV

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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Jesse J

Series 63, Series 65

Big Lake, MN

Johnson Capital Management, LLC

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

General retirement planning General tax planning Cash flow / budgeting
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Aslam M

Series 65

Annandale, MN

AlphaCopia

Aslam Mukhtiar is a Series 65-licensed financial advisor at Alphacopia with four years of industry experience. He has previously worked at U.S. Bank for eight years before joining Alphacopia Investments LLC, where he has been since 2021. Alphacopia serves individual investors, banks, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, wealth planning, and investment consulting. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis across various instruments and manages both separately managed accounts and pooled vehicles, including hedge-fund style investments.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner
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Bryan P

Series 65

Annandale, MN

AlphaCopia

Bryan Pattee is a financial advisor with AlphaCopia, holding a Series 65 designation and four years of industry experience. His prior work includes roles at US Bank and Siol Wealth Advisors, LLC. Bryan is currently associated with Alphacopia Investments LLC, where he has been involved since 2021. AlphaCopia serves individual investors, banks, trusts, estates, charitable organizations, and other business entities, offering discretionary portfolio management, wealth planning, investment consulting, and sub-advisory services. The firm employs a tactical allocation strategy, incorporating fundamental and technical analysis across various instruments, including options and futures, and manages both separately managed accounts and pooled vehicles.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner
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Steven L

Series 66

St. Cloud, MN

Lfa

Steven Laraway is a financial advisor with Lfa, holding a Series 66 designation and over 25 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2000 and Laraway Insurance Services, Inc. since 2005. Outside of his advisory work, Laraway serves on several nonprofit boards, including the Boy Scout Central Minnesota Council and CentraCare Health System. Laraway Financial Advisors (LFA) is an SEC-registered firm managing approximately $309 million for about 473 clients through a team of seven advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified allocations across mutual funds, ETFs, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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James S

Series 63

St. Cloud, MN

Lfa

James Schmitz is a financial advisor with Lfa in St. Cloud, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Laraway Financial Advisors since 2012 and serves as vice president and COO. Outside of his advisory role, Schmitz is an independent insurance agent and a member of a real estate holding company. Laraway Financial Advisors is an SEC-registered firm managing approximately $309 million for around 473 clients through a seven-advisor team. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Jessica G

Series 66

St. Cloud, MN

Midwest Financial Partners

Jessica Gauerke is a financial advisor at Midwest Financial Partners in St. Cloud, MN. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Jefferson Wells, Alps Fund Services, USAdvisors Wealth Management, Securities America, and Cetera Advisor Networks. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors, offering individualized investment plans and utilizing institutional custodial platforms and supporting technology for account administration.

Wealth management
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