Michael D. Elerath

BEACON ROCK WEALTH ADVISORS

Camas, WA 98607

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CRD#: 1062366

Professional summary

Michael Douglas Elerath, CFP® is a registered financial advisor currently at BEACON ROCK WEALTH ADVISORS located in Camas, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Michael has worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 5, 2007 - Present

BEACON ROCK WEALTH ADVISORS

Office #1: 2005 Se 192nd Ave Ste 200, Camas, WA 98607

RIA

CRD#: 131592

Camas, WA

Past

August 20, 2002 - June 20, 2007

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

CAMAS, WA

Past

November 2, 2001 - October 21, 2002

INVESTACORP ADVISORY SERVICES INC

RIA

CRD#: 109011

VANCOUVER, WA

Past

July 7, 1992 - October 15, 2002

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

May 20, 1991 - May 4, 1992

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 20, 1991 - May 4, 1992

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

October 13, 1988 - April 15, 1991

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 7, 1982 - November 8, 1988

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(6/5/2007)

IAR

Washington
(6/5/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/9/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/30/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/20/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/3/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/27/1993

General Securities Principal Examination

Current Firm

BEACON ROCK WEALTH ADVISORS

BEACON ROCK WEALTH ADVISORS | BR CAPITAL, INC.

CRD#: 131592 / SEC#:

Montana

Registered Investment Advisory firm - (11/22/2011 Terminated)

Oregon

Registered Investment Advisory firm - (7/19/2004 Approved)

Washington

Registered Investment Advisory firm - (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).

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Contact information

Main Address

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

Mailing Address

Phone number

(360) 735-1900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 8,399,677

Red Flags

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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Michael D. Elerath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Douglas Elerath's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2001

Series 63

Date: 8/30/1988

Series 7

Date: 5/20/1989

Series 6

Date: 9/3/1982

Series 24

Date: 12/27/1993

Current Firm

BEACON ROCK WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON ROCK WEALTH ADVISORS

TRUST BUT VERIFY

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