financial planning and investment management

Todd Ericson

Financial Planner

Education
Bachelor of Arts Economics University of Kansas

Accreditations
Certified Financial Planner
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Chartered Life Underwriter
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Chartered Financial Consultant

Todd has over 23 years of financial services experience, including 16 years as a Certified Financial Planner. Prior to joining Stepp & Rothwell, he held consultative and managerial positions at American Century, Fidelity Investments, and State Farm Insurance. Todd has been a financial planner since 1999.

“While other firms say they have the client's best interest at heart, Stepp and Rothwell lives it! Our comprehensive, fee-only approach is like none that I have experienced in my previous roles.” 
—  Todd Ericson

 

PRINCIPALS
DIRECTOR OF FINANCIAL PLANNING
FINANCIAL PLANNERS
ASSOCIATE FINANCIAL PLANNERS
FINANCIAL PLANNING ASSOCIATES
CLIENT EXPERIENCE MANAGER
BUSINESS MANAGER
RECEPTIONIST

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