Erik Robert Edstrom
Analyst-Equity at Access Financial Services, Inc.
Profile
Mr. Erik R.
Edstrom is an Investment Specialist at Access Financial Services, Inc. He joined the firm in February, 2001.
He is primarily responsible for trading, client portfolio analysis and management, reporting, research, and investment related client communication.
He also serves as the firm’s in-house network IT coordinator.
Prior to that, Mr. Edstrom was a financial advisor at Waddell and Reed.
Mr. Edstrom graduated from Gustavus Adolphus College with a degree in Financial Economics.
Erik Robert Edstrom active positions
| Companies | Position | Start |
|---|---|---|
Access Financial Services, Inc.
 Access Financial Services, Inc. Investment ManagersFinance Access Financial Services, Inc. (AFS) is an independent wealth management firm and SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Stephen E. Kairies in 1990. AFS manages individualized portfolios for individuals, institutions, retirement plans and non-profit organizations. | Analyst-Equity | 2001-01-31 |
Former positions of Erik Robert Edstrom
| Companies | Position | End |
|---|---|---|
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Corporate Officer/Principal | 2001-01-31 |
Training of Erik Robert Edstrom
| Gustavus Adolphus College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Access Financial Services, Inc.
Access Financial Services, Inc. Investment ManagersFinance Access Financial Services, Inc. (AFS) is an independent wealth management firm and SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Stephen E. Kairies in 1990. AFS manages individualized portfolios for individuals, institutions, retirement plans and non-profit organizations. | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
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