Erika
Mielke
Arbor Investment Advisors
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About this Advisor
Erika Mielke is a financial advisor based in Winston Salem, North Carolina, working with Arbor Investment Advisors. Erika has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, and Arbor Investment Advisors. Erika has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Erika is part of Arbor Investment Advisors, which operates out of Winston Salem, North Carolina. The firm has 8 employees and manages assets totaling $956.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and other services. The fee structure at Arbor Investment Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Investment Advisors Brokerage Details
$956,721,696
8
1,255
$762,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
Erika Mielke Work History
Arbor Investment Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Erika Mielke 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 Arbor Investment Advisors
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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