IE
Ian M. Erdman
AA FINANCIAL ADVISORS
Columbus, OH 43215
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CRD#: 6508657
IE
Professional summary
Ian Matthew Erdman is a registered financial advisor currently at AA FINANCIAL ADVISORS, LLC located in Columbus, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Columbus, Ohio.
Ian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Ian has worked at 4 firms and has passed the Series 63, Series 7TO, SIE 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.
Name: UBER POSITION: driver NATURE: driving INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 3889 Brody Dr, Grove City OH 43123, United States DESCRIPTION: to drive people
CRS (Client Relationship Summary) - RIA
Click below to view Ian Matthew Erdman'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®
NoneExperience
Current
July 7, 2025 - Present
AA FINANCIAL ADVISORS, LLC
Office #1: 150 E. Broad St. Suite 100, Columbus, OH 43215RIA
CRD#: 119829
Columbus, OH
Current
May 8, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 150 E. Broad St Suite 100, Columbus, OH 43215BD
CRD#: 42046
Columbus, OH
Past
January 31, 2018 - April 21, 2023
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
Grandview Heights, OH
Past
October 2, 2015 - February 2, 2018
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
GRANDVIEW HEIGHTS, OH
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".
AF
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(5/8/2023)
IAR
Ohio(7/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 E. Broad St. Suite 100, Columbus, OH 43215
Mailing Address
Phone number
(614) 442-3355
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,097 |
| AUM (Assets Under Management) | $ 1,012,205,353 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
