Best Investors
Account
Sign in
Best Investors
Account
Sign in
Erlandson Wealth Management CRD 157724
$67.7M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-07-01 |
| WA | RA | APPROVED | 2011-07-01 |
Branch Locations
14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nike International | Beaverton | OR | 03/1991 | Present |
| Ids Life Insurance Company | Clackamas | OR | 08/1993 | Present |
| Ewm, Llc D.B.A. Erlandson Wealth Management | Beaverton | OR | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-14 |
Reach out to this advisor