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Erik Fletcher Miller

Interactive Wealth Advisors

Portland, OR

CRD 1835810

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Employer firm

Interactive Wealth Advisors CRD 167033

$91.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Interactive Wealth Advisors

121 Sw Morrison St., Suite 905, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
OR RA APPROVED 2024-10-31
WA RA APPROVED 2021-07-29
  • TX RA
    APPROVED
    Since 2024-11-20
  • OR RA
    APPROVED
    Since 2024-10-31
  • WA RA
    APPROVED
    Since 2021-07-29

Branch Locations

121 Sw Morrison St., Suite 905, Portland, OR 97204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Interactive Wealth Advisors, Inc. Portland OR 05/2013 Present
  • 05/2013 → Present
    Interactive Wealth Advisors, Inc.
    Portland, OR
Previous Registrations
  • 2011-12-02 → 2013-01-23
    Confluence Wealth Management Llc
    Portland, OR
  • 2006-05-22 → 2011-11-30
    Cmc Advisers, Llc
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-03
  • S63 Uniform Securities Agent State Law Examination
    2006-07-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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