Daniel Erickson has been an investment adviser representative at Harlow Wealth Management since November 2013, and is not listed among the firm’s executive officers or direct owners. Daniel Erickson holds a Degree in Marketing from the University of North Texas and a Degree in Accounting from Portland State University.
Harlow Wealth Management, Inc. is a Vancouver, WA firm with $419M under management, 656 clients and 6 advisers in one office, as of its March 2026 filing.
Dan Erickson is Vice President of Harlow Wealth Management. He began his career as a small business auditor at the IRS, where he developed skills he later used to help individuals and families plan for retirement. After leaving the IRS he joined Harlow Wealth Management, where he works with clients creating financial strategies for retirement.
- – present · 12 yearsVancouver, WA · Adviser representative · Firm CRD 148315
Professional designations
Listed by Harlow Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Daniel Erickson is registered as an investment adviser representative in Washington, since November 2013.
- WashingtonSince 5 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Leon Erickson
- CRD
- 6258055
- Firm
- Harlow Wealth Management · CRD 148315
- Office
- 400 EAST MILL PLAIN BLVD., SUITE 200, Vancouver, WA 98660
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- harlowwealth.com
Where does Daniel Erickson work?
Daniel Erickson is an investment adviser representative registered through Harlow Wealth Management, Inc. since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Erickson a financial advisor?
Yes. Daniel Erickson has a current investment-adviser registration in Washington, through Harlow Wealth Management since November 2013.
How many years of experience does Daniel Erickson have?
Daniel Erickson has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Daniel Erickson passed?
Daniel Erickson passed the Series 65 in August 2013.
Where is Daniel Erickson based?
Daniel Erickson’s registered office is in Vancouver, WA.
Is Daniel Erickson registered with FINRA?
No. Daniel Erickson has no current broker registration.
Is Daniel Erickson a CFP?
Harlow Wealth Management lists Daniel Erickson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Erickson’s record?
Search CRD 6258055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Erickson’s full registration record.
