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Michael Douglas Elerath

Michael Douglas Elerath

CFP®
CRD# 1062366·Registered 1982 - 2026
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael Douglas Elerath, CFP® was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1982 - 2026. Michael had worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

44 years registered in the securities industry

Current & Past Employments

Past

BEACON ROCK WEALTH ADVISORSPast·CRD# 131592
RIA
Camas, WA
June 5, 2007 - January 28, 2026
ALLSTATE FINANCIAL SERVICES, LLCPast·CRD# 18272
BD
Camas, WA
August 20, 2002 - June 20, 2007
INVESTACORP ADVISORY SERVICES INCPast·CRD# 109011
RIA
Vancouver, WA
November 2, 2001 - October 21, 2002
INVESTACORP, INC.Past·CRD# 7684
BD
Miami, FL
July 7, 1992 - October 15, 2002
ROBERT W. BAIRD & CO. INCORPORATEDPast·CRD# 8158
BD
Milwaukee, WI
May 20, 1991 - May 4, 1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
BD
Milwaukee, WI
May 20, 1991 - May 4, 1992
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
BD
St. Petersburg, FL
October 13, 1988 - April 15, 1991
THE VARIABLE ANNUITY MARKETING COMPANYPast·CRD# 5081
BD
Houston, TX
September 7, 1982 - November 8, 1988

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Current Firm

BR
BEACON ROCK WEALTH ADVISORS

BEACON ROCK WEALTH ADVISORS | BR CAPITAL, INC.

CRD#: 131592
Montana
Registered Investment Advisory firm - Montana (11/22/2011 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (7/19/2004 Approved)
Washington
Registered Investment Advisory firm - Washington (6/23/2004 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2005 Se 192nd Ave Ste 200, Camas, WA 98607-7475

Phone Number

(360) 735-1900

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

52

AUM (Assets Under Management)

$9,669,199

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRES/OWNER OF EVERGREEN FINANCIAL GRP., INC., INSURANCE SALES ELERATH RENTALS, 100% OWNER, RENTAL INCOME, 5%TIME DEVOTED

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2001About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1988About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 1989About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1982About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 1993About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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