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Erik Sherfinski
Financial Advisor
Erik Sherfinski joined Partners in Planning, LLC in July of 2020, after he graduated from University of Wisconsin Eau-Claire with a bachelor’s degree in finance. As a Financial Advisor, Erik strives to build lifelong relationships by working with clients to help them identify their needs and implement a strategy to achieve their goals. Erik holds FINRA Registrations Series 7 and 66, along with his Life and Health Insurance licenses. Erik grew up in Rib-Mountain, and always knew he wanted to remain in the Wausau area for his adult life. Erik enjoys spending his free time with family and friends, fishing, disc golfing, playing volleyball, and hiking.
California Insurance License #: 4295900
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Partners in Planning, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.