Erin Adele O'brien
CFP®Professional Summary
Erin Adele O'brien, CFP®, who also goes by Erin Adele Baehr, Erin Adele Ludwig, is a registered financial advisor currently at XYPN SAPPHIRE located in Naples, Florida. Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Erin has worked at 4 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
Specializations
Biography
As an advisor and coach, my goal is to create an environment where questions are encouraged and judgment is not allowed; a place with someone to turn to with those questions you’ve been carrying around, someone who won’t laugh or dazzle you with financial jargon. And a place where you can expose your financial self without fear, and get an alignment check: Are you using your money for the people and things that matter to...
Other Aliases
Erin Adele Baehr, Erin Adele Ludwig
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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
Years of Experience
24 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | WBI ADVISORY | VONERA, LLC | VONERA WEALTH | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TLM TRANSFORMATIVE WEALTH LLC | THE GREEN GROUP WEALTH MANAGEMENT | THE CROSSROADS | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SETZER FINANCIAL | SCHOLAR FINANCIAL | RUDDER FINANCIAL | REFRESH WEALTH | QUINNCORE FINANCIAL, LLC | QUIET WEALTH | PURSUIT PLANNING & INVESTMENTS, LLC | PURPOSEFUL MONEY | PEACE & FREEDOM FINANCIAL | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | NEPONSET RIVER WEALTH STRATEGIES | NADELL WEALTH, LLC | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | KCL WEALTH MANAGEMENT | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | HOEVEN WEALTH | HARVARD WEALTH MANAGEMENT | FORWARD WEALTH MANAGEMENT | FLINT FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | EVERANT WEALTH, LLC | EQUI FINANCIAL PLANNING | EMPIRE CAPITAL WEALTH | EMPIRE CAPITAL VENTURES | ELATION WEALTH, LLC | DOVE VALLEY WEALTH MANAGEMENT | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BRONX RIVER ADVISORY LLC | BRIGHT WOMEN FINANCIAL | BIRDIE RETIREMENT PLANNING | BEST INVESTMENT GROUP LLC | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | APPROACH FINANCIAL PLANNING | APPROACH FINANCIAL | ADELPHI WEALTH ADVISORY
Contact Information
Main Address
24 E. Main Street, Bozeman, MT 59715Phone Number
(360) 301-7579# of Employees
69SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
4,262AUM (Assets Under Management)
$1,253,476,799Similar Advisors
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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.
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Primary Firm SEC Registration
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | WBI ADVISORY | VONERA, LLC | VONERA WEALTH | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TLM TRANSFORMATIVE WEALTH LLC | THE GREEN GROUP WEALTH MANAGEMENT | THE CROSSROADS | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SETZER FINANCIAL | SCHOLAR FINANCIAL | RUDDER FINANCIAL | REFRESH WEALTH | QUINNCORE FINANCIAL, LLC | QUIET WEALTH | PURSUIT PLANNING & INVESTMENTS, LLC | PURPOSEFUL MONEY | PEACE & FREEDOM FINANCIAL | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | NEPONSET RIVER WEALTH STRATEGIES | NADELL WEALTH, LLC | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | KCL WEALTH MANAGEMENT | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | HOEVEN WEALTH | HARVARD WEALTH MANAGEMENT | FORWARD WEALTH MANAGEMENT | FLINT FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | EVERANT WEALTH, LLC | EQUI FINANCIAL PLANNING | EMPIRE CAPITAL WEALTH | EMPIRE CAPITAL VENTURES | ELATION WEALTH, LLC | DOVE VALLEY WEALTH MANAGEMENT | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BRONX RIVER ADVISORY LLC | BRIGHT WOMEN FINANCIAL | BIRDIE RETIREMENT PLANNING | BEST INVESTMENT GROUP LLC | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | APPROACH FINANCIAL PLANNING | APPROACH FINANCIAL | ADELPHI WEALTH ADVISORY
State Registrations and Notice Filings
(4/28/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Erin Adele O'brien's CRS (Customer Relationship Summary).
Services Offered by Erin
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
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