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Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck , which provides information about firms and financial advisors.

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Crown Wealth Management, LLC Seminars

At Crown Wealth Management, LLC, we hold informational seminars for our clients and the greater community that feature information on various retirement topics. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Check back soon for our next event!
Workshop Registration
Who We Are / Our Focus
Meet Erik Dodds

Erik Dodds is the President and CEO of Crown Wealth Management, LLC, with over 12 years of experience in the financial services industry.

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What We Do

Our financial strategies use insurance and investment products, such as annuities, to help you meet financial goals.

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Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Crown Wealth Management, LLC and JWC/JWCA are unaffiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Your Retirement Income Planning Checklist Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.