Shera Erickson

Shera Erickson: Email & Phone Number

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Associate Investment Advisor at Vivid Tax & Wealth Advisors|West Des Moines, Iowa, United States

Position:

Associate Investment Advisor at Vivid Tax & Wealth Advisors

Location:

West Des Moines, Iowa, United States

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Last updated: 2026-07-04
Updated: 2026-07-04

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Work Experience 6 years

Associate Investment Advisor at Vivid Tax & Wealth Advisors

Aug 2025 - Current

Operations Manager at Vivid Tax & Wealth Advisors

Sep 2024 - Aug 2025

Client Services Manager at Vivid Tax & Wealth Advisors

Jan 2024 - Oct 2024

Customer Service Specialist at Vivid Tax & Wealth Advisors

Nov 2023 - Jan 2024

Administrative Assistant at Vivid Tax & Wealth Advisors

Oct 2022 - Nov 2023

Office Assistant at Lenz Heating and Cooling

Jun 2020 - Apr 2022

Shera Erickson started working in 2020, then the employee has changed 1 company and 5 jobs. On average, Shera Erickson works for one company for 1 year.

Their professional focus is Client Relations, Microsoft Office, and QuickBooks across 3 core areas.

Shera holds Series 65 certifications.

Education

Bachelor's degree at Upper Iowa University

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