Broker Check

Core Wealth

315 Edelweiss Drive, Unit 8
Bozeman, MT 59718

Core Wealth

<b>Core</b>&#160;Focus.&#160;<b>Core&#160;</b>Fundamentals.&#160;<b>Core</b>&#160;Values.

Core Wealth is comprised of individuals who share strong work ethic, trust, respect, and desire to better serve their clients. The goal of Core Wealth is to develop and achieve our client’s financial goals from the center (the core). We believe financial goals that have a strong core are able to withstand various obstacles throughout the process of pursuing financial independence.

Mike Erickson

Partner

(406) 548-0881

(406) 624-6153

merickson45694@wradvisors.com

Mike Erickson, Financial Advisor at Waddell & Reed, has been assisting clients and other financial professionals since 1997. A year after Mike joined the company, he became the District Manager and held that managerial role until 2011...

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Dan Ritter

Partner

(406) 624-6094

(406) 624-6153

dtritter@wradvisors.com

Dan Ritter, CFP®, has been assisting clients and other professionals since 2007 after serving in the United States Marine Corps for 23 years. Dan received his CFP® Certification in 2015 after completing extensive training,...

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Kelsey Erickson

Marketing Coordinator

(406) 624-6094

(406) 624-6153

kerickson02@wradvisors.com

Kelsey Erickson, Marketing Coordinator, started her career as an Advisor Assistant in 2014 while she was finishing up her B.A. in Business Management at Eastern Washington University. Kelsey gained experience working in Spokane and...
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05/19