800.352.5837

Ericka Schaefer
Ericka Schaefer
Areas of Focus
  • Comprehensive Fee-Based Financial Planning
  • Investments
  • Retirement Strategies
  • Tax-Efficient Investment Strategies
  • Wealth Accumulation
  • Wealth Management


Phone: 480.433.7411
Location
Minneapolis, MN »
2701 University Avenue SE
Suite 100
Minneapolis, MN 55414

Website: https://www.augustineandjohnson.com/

Print

Ericka Schaefer helps people established in their career with retirement strategies so they can save for the future without sacrificing a meaningful life now.

Ericka’s entrance into financial advising is unique for the industry. In college, she was a political science major with plans to go to law school. However, during an internship on Capitol Hill, she started feeling that politics was too out of touch with actual people. Her senior year, she took an estate planning class and fell in love with the financial industry and understanding people’s wishes during and after life.

She was trained and worked as a financial advisor for a year at Edward Jones, and then transitioned to an investment specialist at North Star in 2013, gaining skills creating investment strategies.

In 2017, Ericka began working with Augustine + Johnson in an investment support role, but by March 2018, she was an official partner of Augustine + Johnson and back to her roots as an advisor.

“I never actually thought I’d jump back into advising,” says Ericka. “But once I started working with Augustine + Johnson, I realized how much I missed client interaction.”

Today, she differs from the average advisor by taking a goals- and needs-based approach to retirement strategies to help her clients live the life they’ve always dreamt of with the assets and savings they have available.

Ericka’s Financial Planning Strategies

Ericka uses the tools eMoney and ATLAS to develop a financial and investment plan that makes sense to you and for you, so that you can plan for the life you desire now and for years to come. She may also recommend life, disability or long-term care insurance to help protect the savings you’ve worked so hard to build.

For investments and insurance services, Ericka and her team are affiliated with North Star Resource Group, so you can feel confident that her advice is backed by specialists in each department.

Qualifications

  • FINRA Series 7 and 66 registered
  • MBA and MS in Leadership

Work with Ericka

If you want to make the commitment to your investments and retirement, send Ericka an email at Ericka@augustineandjohnson.com and let her know your top financial priorities or concerns. Then, if you’re ready to get started, you can book an initial conversation to get you on the path to financial security now and after retirement.

Ericka Outside of Work

Ericka was born in Green Bay, WI, but grew up Navy brat living across the Gulf Coast. Today, she works out of Minneapolis, MN.

Ericka has two fur-children, a horse named Louie and a fluffy rescue mutt named Gable. She loves animals and horseback riding, and she has competed at the regional and national level of the American Quarter Horse Association (AQHA) with Louie.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Ericka is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

2679566/DOFU 9-2019

Resource team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2015_circle.pngChase Brakke

Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | chase.brakke@northstarfinancial.com

 

 

Sitek-Chris-2010.jpg

Chris Sitek

Vice President, Life Insurance and Long-Term Care
612.617.6109 | chris.sitek@northstarfinancial.com

 

 

Landt_Jeff_circle.pngJeff Landt

Vice President and Director of Investments
612.617.6116 | jeff.landt@northstarfinancial.com

 

 

Hancock_Carrie_2019-circle.pngCarrie Hancock

Vice President, Financial Planning Resource Center
612.617.6137 | carrie.hancock@northstarfinancial.com

 

Minneapolis

2701 University Avenue SE
Suite 100
Minneapolis, MN 55414