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Timothy E
Series 65
Allentown, PA
Erickson Financial Group, LLC
Timothy Erickson is a Series 65 licensed financial advisor with seven years of industry experience. He has worked at Erickson Financial Group, LLC since 2019 and previously at MML Investors Services, LLC under the same dba from 2012 to 2019. Erickson is also a licensed insurance professional. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, managing primarily long-term, customized portfolios using ETFs, low-cost mutual funds, and individual equities.
Chad W
Series 65
Allentown, PA
Erickson Financial Group, LLC
Chad Wakeman is a financial advisor at Erickson Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Erickson Financial Group in 2025, he worked at Vector Security and RB Global and spent ten years at Johnson Controls. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, and offers formal retirement-plan services as an ERISA fiduciary.
Kerry E
ChFC®, Series 63, Series 66
Allentown, PA
Erickson Financial Group, LLC
Kerry Erickson is a financial advisor at Erickson Financial Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Erickson Financial Group in 2019, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2002 to 2019. He is also active as a licensed insurance agent specializing in life and health insurance. Erickson Financial Group serves individuals, high-net-worth clients, trusts, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, managing accounts on a discretionary basis with active rebalancing aligned to client goals and tax considerations.
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