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David Sanford Erlandson

EWM, LLC·BEAVERTON, Oregon
Series 7, Series 63, Series 65Clean record16 years registeredEWM, LLC
14780 SW OSPREY DRIVE, BEAVERTON, OR 97007CRD# 1431090Firm CRD# 157724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Sanford Erlandson · BEAVERTON, OR
Registration
CRD #1431090 · EWM, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ERLANDSON WEALTH MANAGEMENT
Jul 2011 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Jan 2010 – Jun 2011
BEAVERTON, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 14, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EWM, LLC
CRD 157724 · SEC 801-72502
AUM
$28M
Regulatory assets under management
Employees
1
206 client accounts
Services offered by EWM, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EWM, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Sanford Erlandson offer?
David Sanford Erlandson specializes in Investment Management, Fee-Only Advisory. Contact their office in BEAVERTON, Oregon for a consultation.
What are David Sanford Erlandson's credentials?
David Sanford Erlandson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Sanford Erlandson located?
David Sanford Erlandson is based in BEAVERTON, Oregon, working with EWM, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does David Sanford Erlandson charge for services?
David Sanford Erlandson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EWM, LLC?
EWM, LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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