As a CERTIFIED FINANCIAL PLANNER™ professional, Ted Erickson was first registered in 1992 with Waddell and Reed in Vancouver, WA. Mr. Erickson started a successful investment division for a local Oregon credit union in 2002. In 2013, Mr. Erickson joined EBS as he recognized the need for credit unions to be able to offset employee benefit expenses through the use of Employee Benefit prefunding.
In February of 2015 Mr. Erickson fully joined EBS along with moving over to the Stratos Wealth Advisors platform. Mr. Erickson continues to manage his retail book along with a commitment to being EBS representative for the Northwest Region which includes Alaska, Washington, Oregon, Idaho, Montana, and Nevada.
Ted is proud to be able to represent a firm whose goal is the betterment of credit unions.
Ted lives with his Fiancée in Camas Washington. Ted has two kids with his son going to Ohio Wesleyan University and a daughter in 8h grade.