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    Mr. David S. Erlandson, CFP®


    Erlandson Wealth Management

    14780 SW Osprey Dr Ste 320
    Beaverton, OR 97007-8423
    View on Map (503) 746-9275

    Erlandson Wealth Management, LLC, is a registered investment adviser in the states of Oregon and Washington. The firm may not transact business in states where it is not appropriately registered, excluded of exempted from registration. Individualized responses to persons that either involve the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

    Year CFP® Certification Received: 1998

    Compensation Method: Fee Only
    Minimum Investable Assets: $50,000
    Languages: Mandarin, English
    Self-disclosed Focus Areas: Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Social Security Planning, Tax Planning

    Typical Client Profile

    Average Net Worth: Not Applicable
    Average Income: Not Applicable
    Average Age: Baby Boomers
    Profession: Not Applicable

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

    You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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