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Edr Investment Advisors, LLC CRD 167879
$3.97M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
495 Highway 93 North, Eureka, MT 59917 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2013-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edr Financial | Kalispell | MT | 03/2003 | Present |
| Edr Investment Advisors, Llc | Whitefish | MT | 05/2013 | Present |
EDR FINANCIAL - OWNER/AGENT,INSURANCE SALES, LOCATED IN KALISPELL MT. SINCE 1998, DEVOTES 40 PLUS HOURS PER WEEK. IT SETS UP EMPLOYEE BENEFIT PACKAGES AND SELL INDIVIDUAL INSURANCE PRODUCTS TO THE EMPLOYEE BASE AS WELL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
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