Peter Eriksson is not listed as a control person, but directly owns under 5% of Secure Retirement Financial & Insurance Services.
Secure Retirement Financial & Insurance Services is an investment adviser based in San Ramon, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $102 million, as filed on 1 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8065082
- Firm
- Secure Retirement Financial & Insurance Services · CRD 132777
- Role
- Chief Compliance Officer
- In role since
- March 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- San Ramon, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Eriksson work?
Peter Eriksson has been Chief Compliance Officer of Secure Retirement Financial & Insurance Services Corp. since March 2025.
How can I verify Peter Eriksson’s record?
Peter Eriksson’s role is listed on Secure Retirement Financial & Insurance Services Corp.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 132777.