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Dan Erickson - Investment Adviser Representative


Dan is an Investment Adviser Representative (IAR) and insurance agent holding his Series 65 and life insurance licenses, a CERTIFIED FINANCIAL PLANNER™, and a Certified Public Accountant (CPA).

Prior to joining Harlow Wealth Management, he worked with the Internal Revenue Service (IRS) as a revenue agent for over four years where he audited partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietorships, and various abusive tax avoidance transactions.

Dan holds business degrees from University of North Texas (Marketing) and Portland State University (Accounting).

Dan is married and has two children. Despite his Texas ties, he has become an “adopted” Oregon State Beavers fan. Dan enjoys traveling and spending time with his family.

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