Erik Albertson
Cherry Creek Financial Advisors · Valley, Nebraska
Erik Albertson is a fee-only financial advisor at Cherry Creek Financial Advisors in Valley, Nebraska. Cherry Creek Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Cherry Creek Financial Advisors |
|---|---|
| Based in | Valley, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $21.7M across 147 accounts |
| SEC registration | Investment adviser representative in NE · CRD 4390840 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cherrycreekfinancial.com |
How Erik's firm compares
- Cherry Creek Financial Advisors's average account is about $148,000, from its Form ADV (assets managed divided by 147 accounts).
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Questions about Erik
Is Erik Albertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Cherry Creek Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Cherry Creek Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Erik Albertson based?
Erik Albertson is based in Valley, Nebraska.
Is Erik Albertson registered with the SEC?
Yes. Erik Albertson is registered as an investment adviser representative in NE (CRD 4390840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cherry Creek Financial Advisors manage?
Cherry Creek Financial Advisors reports $21.7M across 147 accounts in assets under management.
How do I contact Erik Albertson?
Through Erik's website, www.cherrycreekfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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