Erlandson Wealth Management

Erlandson Wealth Management (CRD# 157724) is a financial advisory firm headquartered in Beaverton, OR. They manage $32,157,000 in 277 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $116,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Erlandson Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Patrick K. Steers
CRD#: 6578068
14780 Sw Osprey Drive, Suite 320, Beaverton, OR 97007
87
Wealthminder
score

Patrick Steers (CRD# 6578068) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has 1 year of experience in the finance industry.

2
David S. Erlandson
CRD#: 1431090
14780 Sw Osprey Drive, Suite 320, Beaverton, OR 97007
86
Wealthminder
score

David Erlandson (CRD# 1431090) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has over 23 years of experience in the finance industry. David Erlandson 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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