Chad Wakeman has been an investment adviser representative at Erickson Financial Group since November 2025, and is not listed among the firm’s executive officers or direct owners.
Erickson Financial Group, LLC is an Allentown, PA firm with $199M under management, 260 clients and 3 advisers in one office, as of its February 2026 filing.
- – present · under a yearAllentown, PA · Adviser representative · Firm CRD 299818
Investment adviser representative registrations
Chad Wakeman is registered as an investment adviser representative in Pennsylvania, since November 2025.
- PennsylvaniaSince 13 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chad David Wakeman
- CRD
- 8181013
- Firm
- Erickson Financial Group · CRD 299818
- Office
- 1011 BROOKSIDE ROAD, SUITE 165, Allentown, PA 18106
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Wakeman work?
Chad Wakeman is an investment adviser representative registered through Erickson Financial Group, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chad Wakeman a financial advisor?
Yes. Chad Wakeman has a current investment-adviser registration in Pennsylvania, through Erickson Financial Group since November 2025.
How many years of experience does Chad Wakeman have?
Chad Wakeman has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Chad Wakeman passed?
Chad Wakeman passed the Series 65 in November 2025.
Where is Chad Wakeman based?
Chad Wakeman’s registered office is in Allentown, PA.
Is Chad Wakeman registered with FINRA?
No. Chad Wakeman has no current broker registration.
How can I verify Chad Wakeman’s record?
Search CRD 8181013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Wakeman’s full registration record.