Erinn June Ford

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 02/2018
  Cetera Advisors Llc
  Denver, CO
• 03/2018 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → Present
  Securities America, Inc.
  La Vista, NE
• 11/2020 → Present
  Securities America Advisors
  La Vista, NE

Previous Registrations

• 2020-11-16 → 2024-06-20
  Securities America Advisors, Inc.
  Seattle, WA
  La Vista, NE
• 2018-03-16 → 2020-11-18
  Kms Financial Services, Inc.
  Seattle, WA
  Seattle, WA
• 2012-02-28 → 2018-02-28
  Cetera Advisors Llc
  Greenwood Village, CO
  Greenwood Village, CO
• 1999-06-22 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA

Other Businesses

PREMIER TRUST - INVESTMENT RELATED - 4465 S JONES BLVD, LAS VEGAS, NV 89103 - TRUST COMPANY AFFILIATED WITH LADENBURG THALMANN - BOARD MEMBER - 12/5/2018 - 0.25 HRS/MO, 0 HRS/MO DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-26
• S63 Uniform Securities Agent State Law Examination
  1993-01-06

Other Names

• Erinn June Elderkin