Broker Check
Erik F. Gotaas, ChFC, CLU

Erik F. Gotaas, ChFC, CLU

LPL Registered Principal

Erik F. Gotaas, ChFC, CLU, Registered Principal at LPL Financial, has been awarded for the 11th year in a row the prestigious title of *Five-Star Wealth Manager.  He has dedicated more than 35 years in the financial advisory industry and is highly respected for assisting individuals with their wealth management needs. 

LOC Financial Services maintains a constant commitment to putting service first. As a full-service brokerage office located at a financial institution, his office offers clients an assortment of quality, non-proprietary investments, including:

  • Retirement planning - to design an investment strategy to help you work toward meeting all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Individual stocks - to provide you with added long-term growth potential
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Mutual Funds & Tax-Deferred Annuities
  • Insurance Planning-to preserve your family’s future needs

For further information about these topics, or other areas of investing, please don’t hesitate to call or email LOC Financial Services to help you make sense of today’s investment climate. Email Erik Gotaas at erik.gotaas@lpl.com or Garret Gotaas at garret.gotaas@lpl.com to schedule an appointment.


*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2011-2024 Five Star Wealth Managers.