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Patrick Kelly Steers

Erlandson Wealth Management

Beaverton, OR

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Current Employers
Erlandson Wealth Management

14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-11-23
  • OR RA
    APPROVED
    Since 2015-11-23

Branch Locations

14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007 • 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
Erlandson Wealth Management Beaverton OR 07/2013 01/2019
Erlandson Wealth Management Beaverton OR 01/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-23
  • S65 Uniform Investment Adviser Law Examination
    2015-11-23

View on SEC IAPD

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Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

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