Todd Ericson

Todd Ericson is a seasoned financial professional with over two decades of experience in the finance and insurance industries. Currently serving as a Financial Planner at Creative Planning since June 2022, Todd previously held positions as Principal Advisor and Certified Financial Planner at Stepp & Rothwell, Inc. from June 2015 to May 2022. Prior to that, Todd developed expertise as a Financial Advisor at Edward Jones and as an Agent/Owner at Todd C. Ericson - State Farm Agent, where notable achievements included growing agency premium by 28% within 11 months. Earlier roles within State Farm encompassed leadership positions as Zone Sales Associate Manager and Field Sales Associate, achieving consistent sales growth across various financial products. Todd began a career in finance with Fidelity Investments and American Century Investments, building a strong foundation in client relationship management and financial planning. Todd holds a B.A. in Economics from The University of Kansas.