David S. Erlandson

ERLANDSON WEALTH MANAGEMENT

BEAVERTON, OR 97007

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CRD#: 1431090

Professional summary

David Sanford Erlandson, CFP® is a registered financial advisor currently at ERLANDSON WEALTH MANAGEMENT located in Beaverton, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Retirement Income Management

Retirement Planning

Social Security Planning

Investment Planning

Do you have an area of expertise or specialization?

College/Education Planning

Hourly

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Women's Financial Planning Iss...

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 David Sanford Erlandson's 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®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

July 1, 2011 - Present

ERLANDSON WEALTH MANAGEMENT

Office #1: 14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007

RIA

CRD#: 157724

BEAVERTON, OR

Past

January 14, 2010 - June 30, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BEAVERTON, OR

Past

September 30, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 30, 1993 - June 30, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BEAVERTON, OR

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
(7/1/2011)

IAR

Washington
(7/1/2011)

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: 6/13/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/29/1993

General Securities Representative Examination

Current Firm

ERLANDSON WEALTH MANAGEMENT

ERLANDSON WEALTH MANAGEMENT | EWM, LLC | ERLANDSON WEALTH MANAGEMENT, LLC

CRD#: 157724 / SEC#: 801-72502

RIA

Registered Investment Advisory firm - (5/8/2012 Terminated)

Oregon

Registered Investment Advisory firm - (3/15/2012 Approved)

Washington

Registered Investment Advisory firm - (5/8/2012 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

14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007

Mailing Address

Phone number

(503) 746-9275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 64,150,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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David S. Erlandson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sanford Erlandson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ERLANDSON WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/1997

Series 63

Date: 10/14/1993

Series 7

Date: 9/29/1993

Current Firm

ERLANDSON WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ERLANDSON WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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