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portrait of David Erickson
FINANCIAL ADVISOR

David Erickson

CFP®
83 Templeton Dr Suite H, Oswego, IL 60543opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About David

With nearly 20 years of experience guiding families and business owners toward their long-term financial goals, I understand the critical importance of tailoring strategies to each client's unique priorities and concerns. As a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional, I help create customized financial strategies that align with your aspirations, ensuring a collaborative and trust-based partnership every step of the way.

Since joining Edward Jones in 2007, following a successful start with A.G. Edwards in Naperville, I have committed to leveraging my experience to serve high net worth clients and business owners for the next 20 years and beyond. You can...

Focus Areas

  • Divorce Finances
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Southern IL Univ CarbondaleBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Music

Team Members

  • Kelli Lafin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(630) 554-0309

Fax

(877) 526-9623

Office Address

83 Templeton Dr Suite H
Oswego, IL 60543opens in a new window

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