EE
Erik M. Engelstad
VERDEAM
Centennial, CO 80112
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CRD#: 7426415
EE
Professional summary
Erik Monroe Engelstad is a registered financial advisor currently at VERDEAM located in Centennial, Colorado.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Erik has worked at 1 firm and has passed the Series 65 exam.
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.
Denver Museum of Nature and Science, non investment-related, 2001 Colorado Blvd. Denver, CO 80205, Young Professional Committee Chair Development Committee - Volunteer, Started 11/2014, Approx. 4 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Erik Monroe Engelstad'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
August 12, 2021 - Present
VERDEAM
Office #1: 7347 S. Revere Parkway Building A, Suite A, Centennial, CO 80112RIA
CRD#: 128442
Centennial, CO
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
Colorado(8/12/2021)
Current Firm
VE
VERDEAM
PALM ADVISORS, LLC | VERDEAM, LLC | VERDEAM
CRD#: 128442 / SEC#: 801-108810
RIA
Registered Investment Advisory firm - (3/3/2023 Terminated)Colorado
Registered Investment Advisory firm - (3/31/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7347 S. Revere Parkway Building A, Suite A, Centennial, CO 80112
Mailing Address
Phone number
(303) 962-3500
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 7,082,190 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
