Erin L. Weber
BLACK DIAMOND FINANCIAL
Bend, OR 97702
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CRD#: 7182850
Professional summary
Erin Lea Weber, CFP® is a registered financial advisor currently at BLACK DIAMOND FINANCIAL, LLC located in Bend, Oregon.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Erin has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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.
1. 1/27/2020 - Sherpa Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/27/2020 - 16 Hours Per Month/8 Hours During Securities Trading.
2. 3/31/2020 - Sherpa Wealth Strategies, LLC- Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 01/27/2020 - 16 Hours Per Month/8 Hours During Securities Trading - I provide financial planning and consulting services through Sherpa Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 16 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Lea Weber'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®
Start date: 2023
Experience
Current
April 28, 2025 - Present
BLACK DIAMOND FINANCIAL, LLC
Office #1: 855 Sw Yates Drive, Bend, OR 97702RIA
CRD#: 145108
Bend, OR
Past
August 1, 2024 - March 20, 2025
INVESTOR FAN
RIA
CRD#: 159301
Bend, OR
Past
January 4, 2024 - August 6, 2024
SHERPA WEALTH STRATEGIES, LLC
RIA
CRD#: 165135
BEND, OR
Past
January 10, 2020 - August 2, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
BEND, OR
Past
November 25, 2019 - August 2, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
BEND, OR
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".
BD
BLACK DIAMOND FINANCIAL, LLC
BLACK DIAMOND FINANCIAL, LLC
CRD#: 145108 / SEC#: 801-96172
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Maryland
Registered Investment Advisory firm - (4/24/2015 Terminated)Oregon
Registered Investment Advisory firm - (4/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (4/24/2015 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.Highlighted states indicate IAR registrations
IAR
Oregon(4/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/23/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BD
BLACK DIAMOND FINANCIAL, LLC
BLACK DIAMOND FINANCIAL, LLC
CRD#: 145108 / SEC#: 801-96172
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Maryland
Registered Investment Advisory firm - (4/24/2015 Terminated)Oregon
Registered Investment Advisory firm - (4/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (4/24/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2330 West Joppa Road Suite 320, Lutherville, MD 21093
Mailing Address
Phone number
(443) 841-7772
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 328 |
| AUM (Assets Under Management) | $ 1,043,675,393 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
