Erik Sherfinski (CRD# 7266363) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rhinelander, WI and has 1 year of experience in the finance industry.
CRD# 2272376
Commonwealth Financial Network
CRD# 3222759
Rbc Capital Markets, LLC
CRD# 6241348
Associated Investment Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors LLC | New York, NY | Mar 2022 - Current | 2 |
| Partners In Planning LLC | Wausau, WI | Jul 2020 - Mar 2022 | 1 |
| University Of Wisconsin Eau Claire | Eau Claire, WI | Sep 2019 - Jun 2020 | < 1 |
| Sherf Development LLC | Wausau, WI | May 2019 - Aug 2019 | < 1 |
| University Of Wisconsin Eau Claire | Eau Claire, WI | Sep 2018 - May 2019 | < 1 |
| New Team LLC | Fort Lauderdale, FL | Nov 2018 - Apr 2019 | < 1 |
| Sherf Development LLC | Wausau, WI | Mar 2012 - Sep 2018 | 6 |
| University Of Wisconsin Marathon County | Wausau, WI | Sep 2016 - May 2018 | 1 |
| Wausau West High School | Wausau, WI | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- WI
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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