Investor Fan

Investor Fan (CRD# 159301) is a financial advisory firm headquartered in Snoqualmie, WA. They manage $73,438,209 in 625 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $117,501
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, ID, MT, OR, TX, WA

Financial Advisors at Investor Fan
Showing 1 - 6 of 6 top financial advisors.
1
Rod D. Ehrlich
CRD#: 3191263
Snoqualmie, WA
93
Wealthminder
score

Rod Ehrlich (CRD# 3191263) is an Investment Advisor Representative working at Investor Fan in Snoqualmie, WA and has over 15 years of experience in the finance industry.

2
Jeffrey S. Hughes
CRD#: 2082425
Burien, WA
93
Wealthminder
score

Jeffrey Hughes (CRD# 2082425) is an Investment Advisor Representative working at Investor Fan in Burien, WA and has over 26 years of experience in the finance industry.

3
Margo R. Porter-Panfili
CRD#: 5448766
104 Tremont Street, Suite 240, Port Orchard, WA 98366
93
Wealthminder
score

Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Port Orchard, WA and has over 8 years of experience in the finance industry.

4
Dale R. Teachout
CRD#: 2145516
116 W. Second Street, Big Timber, MT 59011
93
Wealthminder
score

Dale Teachout (CRD# 2145516) is an Investment Advisor Representative working at Investor Fan in Big Timber, MT and has over 25 years of experience in the finance industry.

5
Edwin T. Woo
CRD#: 3097136
Seattle, WA
93
Wealthminder
score

Edwin Woo (CRD# 3097136) is an Investment Advisor Representative working at Investor Fan in Seattle, WA and has over 18 years of experience in the finance industry.

6
Edward J. Panfili
CRD#: 1265719
104 Tremont Street, Suite 240, Port Orchard, WA 98366
76
Wealthminder
score

Edward Panfili (CRD# 1265719) is an Investment Advisor Representative working at Investor Fan in Port Orchard, WA and has over 32 years of experience in the finance industry. Edward Panfili 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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