Heather Michelle Boone

Employer firm

Ehrlich Financial Group CRD 325595

$250M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2008 → 05/2023
  Ameriprise Financial Services, Inc.
  Laguna Hills, CA
• 05/2023 → Present
  The Ehrlich Group Llc Dba Ehrlich Financial Group
  Laguna Niguel, CA

Previous Registrations

• 2012-09-10 → 2023-05-24
  Ameriprise Financial Services, Llc
  Laguna Hills, CA
  Mission Viejo, CA
  Laguna Niguel, CA
• 2007-03-16 → 2008-03-13
  Ameriprise Financial Services, Llc
  Venice, CA
  Tampa, FL

Other Businesses

Insurance Sales. Y. 28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677. Insurance sales and servicing. Agent. 1 hour per month, all during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-20

Other Names

• Heather Michelle Rod