Unclaimed Profile

Erinn June Ford

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TO27 years registeredARBOR POINT ADVISORS, LLC

12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 2176816Firm CRD# 165127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erinn June Ford · LAVISTA, NE

Registration

CRD #2176816 · ARBOR POINT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2025 – present

SECURITIES AMERICA ADVISORS, INC.

Nov 2020 – Jun 2024

LA VISTA, NE

KMS FINANCIAL SERVICES, INC

Mar 2018 – Nov 2020

SEATTLE, WA

CETERA ADVISORS LLC

Feb 2012 – Feb 2018

DENVER, CO

PACIFIC WEST FINANCIAL CONSULTANTS INC

Jun 1999 – Feb 2012

RENTON, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · June 22, 1999

Years registered · 27

Disclosure History

2015Customer Dispute·Settled

2014Customer Dispute·Settled

2013Customer Dispute·Settled

2012Customer Dispute·Settled

10 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ARBOR POINT ADVISORS, LLC

CRD 165127 · SEC 801-77135

AUM

$6.9B

Regulatory assets under management

Employees

2,643

28,010 client accounts

Services offered by ARBOR POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARBOR POINT ADVISORS, LLC →

Introduction

Speak with Erinn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erinn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAVISTA?

Browse all registered financial advisors in LAVISTA, Nebraska or claim this profile if it's yours.

Browse LAVISTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Erinn June Ford offer?

Erinn June Ford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.

What are Erinn June Ford's credentials?

Erinn June Ford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erinn June Ford located?

Erinn June Ford is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.

How does Erinn June Ford charge for services?

Erinn June Ford's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR POINT ADVISORS, LLC?

ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →