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Erik Bjerke

Senior Managing Partner at Openarc Corporate Advisory

Investment adviser registrationAtlanta, GA

Erik Bjerke is Senior Managing Partner of Openarc Corporate Advisory, LLC, an Atlanta investment adviser managing $10.1B. Erik Bjerke has been registered as an investment adviser representative through Openarc Corporate Advisory since 24 September 2025, has 28 years in the industry across 2 firms and has passed the Series 7 and Series 66.

28
Years in industry
1
Years at firm
2
Adviser firms
2
States registered

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Erik Bjerke has been Senior Managing Partner of Openarc Corporate Advisory since September 2025. Erik Bjerke is a control person of the firm and directly owns under 5% of it.

Openarc Corporate Advisory, LLC is an Atlanta, GA firm with $10.1B under management, 3,841 clients and 80 advisers in one office, as of its September 2026 filing.

Erik Bjerke is a Senior Managing Partner and Senior Wealth Management Advisor at OpenArc. He previously worked as a managing director at Merrill Lynch.

  1. – present · 1 year
    Atlanta, GA · Adviser representative · Firm CRD 336837
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 24 years
    Atlanta, GA · Adviser representative · Firm CRD 7691

Credentials and registrations

Investment adviser representative registrations

Georgia25 September 2025
Status
Approved
Texas24 September 2025
Status
Approved, resident

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 668 April 1998
Name
Uniform Combined State Law Examination
Series 711 March 1998
Name
General Securities Representative Examination

Individual record

Full name
Erik Mathews Bjerke
CRD
2998546
Office
3550 PEACHTREE ROAD NE, FLOOR 7, Atlanta, GA 30326

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Erik Bjerke work?

Erik Bjerke has been Senior Managing Partner of Openarc Corporate Advisory, LLC since September 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 September 2026

Is Erik Bjerke a financial advisor?

Yes. Erik Bjerke has a current investment-adviser registration in Georgia and Texas, through Openarc Corporate Advisory since September 2025.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Erik Bjerke have?

Erik Bjerke has 28 years in the financial industry, since March 1998, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Erik Bjerke passed?

Erik Bjerke has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 1998. FINRA credited Erik Bjerke with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Where is Erik Bjerke based?

Erik Bjerke’s registered office is in Atlanta, GA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Openarc Corporate Advisory

  • Michael SontagChief Financial Officer
  • Kruti BolickChief Compliance Officer
  • Jeffrey CrowellManaging Partner
  • Emily FletcherManaging Partner
  • Kevin HigginbothamManaging Partner
  • James KaufmanManaging Partner

Sources

  1. IAPD individual record, CRD 2998546. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Openarc Corporate Advisory, LLC, filed 16 September 2026. Title, control and ownership bands.
  3. Openarc Corporate Advisory team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

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