Kevin Erwert, financial advisor Bellevue WA

Kevin Erwert

CRD Number: 6005801
Current Firm: Aletheian Wealth Advisors LLC

Kevin Erwert (CRD# 6005801) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has 1 year of experience in the finance industry. Kevin Erwert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aletheian Wealth Advisors LLC Bellevue, WA Jun 2019 - Current 4
Vestory Bellevue, WA Aug 2018 - May 2019 < 1
Cornerstone Advisors Bellevue, WA Aug 2007 - Aug 2018 11

Kevin Erwert has no recent exams reported.
Contact Info for Kevin A. Erwert
Phone Number: 425-458-2840
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $644,631
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX, WA

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