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).
Total Assets Under Management32MILLION
Total Number of Accounts277ACCOUNTS
Average Account Value$116,090
- 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
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.
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.