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Erin Roberts

Investment adviser representative at RIA Advisory Group in Mount Pleasant, IA

Investment adviser registrationUpdated

Erin Roberts is an investment adviser representative at RIA Advisory Group, LLC, an investment adviser managing $568M, and works from its Mount Pleasant, IA office. Erin Roberts has been registered through RIA Advisory Group since 5 November 2025, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Erin Roberts has been an investment adviser representative at RIA Advisory Group since November 2025, and is not listed among the firm’s executive officers or direct owners.

RIA Advisory Group, LLC is a Des Moines, IA firm with $568M under management, 1,996 clients and 25 advisers across 13 offices, as of its June 2026 filing.

  1. – present · under a year
    Mount Pleasant, IA · Adviser representative · Firm CRD 152566

Credentials and registrations

Investment adviser representative registrations

Erin Roberts is registered as an investment adviser representative in Iowa, since November 2025.

  • IowaSince 5 November 2025

Examinations

Series 651 November 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Erin Corrinne Roberts
CRD
7724733
Firm
RIA Advisory Group · CRD 152566
Office
100 South Main St, Mount Pleasant, IA 52641
Registration
Investment adviser registration
In the industry since
November 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Erin Roberts work?

Erin Roberts is an investment adviser representative registered through RIA Advisory Group, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Erin Roberts a financial advisor?

Yes. Erin Roberts has a current investment-adviser registration in Iowa, through RIA Advisory Group since November 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Erin Roberts have?

Erin Roberts has 0 years in the financial industry, since November 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Erin Roberts passed?

Erin Roberts passed the Series 65 in November 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Erin Roberts based?

Erin Roberts’ registered office is in Mount Pleasant, IA.

Source: IAPD individual record, checked 24 October 2026

Is Erin Roberts registered with FINRA?

No. Erin Roberts has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Erin Roberts’ record?

Search CRD 7724733 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erin Roberts’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at RIA Advisory Group

Sources

  1. IAPD individual record, CRD 7724733, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of RIA Advisory Group, LLC, filed 23 June 2026. Executive officers and direct owners; this person is not among them.