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Erika Peterson

Advisor at Edward Jones — Ely, MN

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Ely, MN

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,130 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Erika Peterson is a Series 66 credentialed financial advisor with Edward Jones in Ely, MN. She has been with Edward Jones since 2023 and also has experience in small business and community roles, including involvement with a yoga studio and a restaurant. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Ely, MN

Ely MN

Advisors at this office

1

Most active in

Minnesota

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Edward Jones

2023 - 2026 • 3 years

Ely, MN

End of the Road Yoga

2023 - 2026 • 3 years

Ely, MN

Insula Restaurant

2021 - 2026 • 5 years

Ely, MN

Washington Elementary ISD 696

2020 - 2023 • 3 years

Ely, MN

Zone 3 Landscaping

2020 - 2023 • 3 years

Babbitt, MN

Lossing's

2019 - 2020 • 1 year

Babbitt, MN

Broadway Station

2018 - 2019 • 1 year

St. Hilaire, MN

River Life Yoga

2018 - 2018 • 1 year

Thief River Falls, MN

Hometown Tax and Accounting

2017 - 2019 • 2 years

Strathcona, MN

The Yoga Room

2016 - 2017 • 1 year

Minneapolis, MN

Alma

2016 - 2017 • 1 year

Minneapolis, MN

Nokomis Yoga Studio

2015 - 2017 • 2 years

Minneapolis, MN

Young Living

2011 - 2026 • 15 years

Lehi, UT

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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William S

Series 63, Series 65

Ely, MN

Private Advisor Group, LLC

William Snuggerud is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to advisory programs. The firm employs a fiduciary model that integrates client goals with portfolio management and manager selection, utilizing technology platforms and a range of investment strategies.

Annuities Founder/Business Owner
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Alexander S

Series 63, Series 66

Ely, MN

Thrivent Investment Management

Alexander Stark is a financial advisor with Thrivent Investment Management in Ely, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he worked at Kay Jeweler's for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics such as retirement and estate planning. The firm offers a combination of planning and managed-account services under a consolidated billing option while maintaining separate advisory roles.

Business ownership considerations
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Daniel P

Series 63, Series 65

Ely, MN

LPL Financial

Daniel Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Linsco/Private Ledger Corp. for 20 years and Wells Fargo Investments for 2 years. Outside of advisory services, he is involved with Peterson Wealth Advisors LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Jeffrey S

Series 63, Series 65

Ely, MN

Edward Jones

Jeffrey Sundell Jr. is a financial advisor with Edward Jones in Ely, MN, holding Series 63 and Series 65 licenses and offering 36 years of industry experience. He has been with Edward Jones since 2001. Sundell serves as chairman of the board for the Ely Area Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Laura L

Series 66

Ely, MN

LPL Financial

Laura Lamppa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America from 2015 to 2017. Lamppa is also affiliated with Frandsen Bank & Trust, where she has been associated since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Keith S

Series 66

Ely, MN

Thrivent Investment Management

Keith Stark is a Series 66 credentialed financial advisor with 17 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., both since 2009. He is based in Ely, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas without handling implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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