Mitchel J. Erdman

KEYSTONE WEALTH ADVISORS

ST. CLOUD, MN 56303

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CRD#: 1374434

Professional summary

Mitchel Jay Erdman is a registered financial advisor currently at KEYSTONE WEALTH ADVISORS, INCORPORATED located in St. Cloud, Minnesota.

Mitchel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mitchel has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchel Jay Erdman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

June 13, 2022 - Present

KEYSTONE WEALTH ADVISORS, INCORPORATED

Office #1: 14 7th Ave N, St. Cloud, MN 56303

RIA

CRD#: 153418

ST. CLOUD, MN

Past

July 30, 2015 - May 11, 2022

FIDATO WEALTH LLC

RIA

CRD#: 158173

ST. CLOUD, MN

Past

June 3, 1996 - December 31, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

June 1, 1996 - June 12, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 5, 1992 - June 1, 1996

NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

SIOUX FALLS, SD

Past

May 28, 1985 - November 8, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEYSTONE WEALTH ADVISORS, INCORPORATED

CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418 / SEC#: 801-71355

RIA

Registered Investment Advisory firm - (4/30/2010 Approved)

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

Minnesota
(6/13/2022)

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 65

Date: 6/3/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/24/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KEYSTONE WEALTH ADVISORS, INCORPORATED

CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418 / SEC#: 801-71355

RIA

Registered Investment Advisory firm - (4/30/2010 Approved)

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Contact information

Main Address

150 South Fifth Street Suite 3100, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 465-8118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B OLSEN AND CARLSON (7/1/2025)

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 191,425,402

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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Advisor Monitoring

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Mitchel J. Erdman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchel Jay Erdman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDATO WEALTH LLC

WMA SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NORTH AMERICAN MANAGEMENT, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

KEYSTONE WEALTH ADVISORS, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/2015

Series 63

Date: 5/24/1985

Series 6

Date: 5/24/1985

Current Firm

KEYSTONE WEALTH ADVISORS, INCORPORATED

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEYSTONE WEALTH ADVISORS, INCORPORATED

TRUST BUT VERIFY

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