Erika
Agard
Aptus Financial, LLC
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About this Advisor
Erika Agard is a financial advisor based in Windsor, Colorado, working with Aptus Financial, LLC. Erika has previously held positions at Northwestern Mutual Investment Services LLC, Student, Northwestern Mutual Life Insurance Company, Colorado Casino Nights Dba Sounds Of The Rockies, Northwestern Mutual Wealth Management Company, Ryan Yoder, Lpl Financial LLC, and Aptus Financial, LLC. Erika has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Erika is part of Aptus Financial, LLC, which operates out of Windsor, Colorado. The firm has 5 offices and 8 employees. The services offered by the firm include financial planning services, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Aptus Financial, LLC includes fixed fees.
Certifications and Registrations
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Office Location
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Aptus Financial, LLC Brokerage Details
8
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Erika Agard Work History
Aptus Financial, LLC
Lpl Financial LLC
Lpl Financial LLC
Ryan Yoder
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Colorado Casino Nights Dba Sounds Of The Rockies
Student
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Erika Agard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aptus Financial, LLC
Little Rock, AR
Windsor, CO
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
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