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Erik G
Series 65
Bell Canyon, CA
Gulsrud Consulting LLC
Erik Gulsrud is the principal of Gulsrud Consulting LLC and holds a Series 65 credential with 17 years of industry experience. His prior roles include positions at Mariner, LLC and AdvicePeriod, LLC. He provides financial planning and consulting services through a project-based approach without managing client assets. Gulsrud Consulting serves high-net-worth and ultra-high-net-worth individuals, families, and entities by offering financial planning, family office coordination, estate planning strategy, and charitable giving advice. The firm operates under written engagement agreements and uses time- and project-based fees, focusing on fiduciary planning without providing investment management or custody services.
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