Patrick Steers (CRD# 6578068) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has over 8 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Erlandson Wealth Management | Beaverton, OR | Jan 2019 - Current | 5 |
| Erlandson Wealth Management | Beaverton, OR | Jul 2013 - Jan 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- OR
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts388ACCOUNTS
-
Average Account Value$156,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR, WA
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