Joel Erikson
Financial Planner at Pruco Securities, LLC
- Role
- Financial Planner at Prudential Financial
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Joel Erikson
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Jul 2019 — Present · Minneapolis, MN, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs. Assists clients in gathering the information needed to prepare the financial plan. Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.
Education
Normandale Community College
Associate of Arts (A.A.), General Studies
1992 — 1994
Minnesota State University, Mankato
Bachelor of Arts (B.A.), Cultural Anthropology/Cultural Geography
1994 — 1997
College for Financial Planning
certificate, Financial Planning and Services
2001 — 2001
Skills
- Financial Services
- Leadership
- Dogs
- Ipa
- Asset Allocation
- Mutual Funds
- Actimize
- Securities Regulation
- Securities
- Risk Management
- Public Speaking
- Customer Relationship Management (Crm)
- Life & Health Insurance Licenses
- Strategy
- Product Management
- Financial Advisory
- Life Insurance
- Finance
- Financial Planning
- Series 6
- Insurance
- Series 24
- Fixed Annuities
- Father
- Series 7
- Due Diligence
- Morningstar
- Management
- Team Building
- Sales Management
- Husband
- Adisa
- Business Process Improvement
- Portfolio Management
- Equities
- Business Development
- Wealth Management
- Microsoft Office
- Investment Advisory
- Series 66
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