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Rod Ehrlich

Rod Ehrlich

Financial Advisor

Followers of Rod Ehrlich889 followers
location of Rod EhrlichSnoqualmie, Washington, United States

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  • Timeline

  • About me

    Helping advisors create and run their own RIA by providing comprehensive compliance and operational back office services.

  • Education

    • Kansas State University

      1988 - 1991
      Bachelor's degree

  • Experience

    • Merrill Lynch

      Feb 2000 - Aug 2003
      Financial Advisor

      Broker and investment advisor representative.

    • Pacific West Financial Group

      Aug 2003 - Feb 2012
      VP Advisory Services

      Independent broker-dealer and registered investment advisor. I was the VP of the RIA and was responsible for building advisory products, managing the operations, and overseeing the activities of 200+ advisors and over $1 billion in advisory assets.

    • Investor FAN

      Jan 2012 - now
      Founder

      Investor's Fiduciary Advisor Network, LLC, "Investor FAN" is a network of fiduciary advisors, dedicated to putting the clients interest first.

    • RIA Systems

      Jan 2012 - now
      Founder

      We help advisors create and run their own RIA, providing compliance and operational support.

  • Licenses & Certifications

    • Accredited Investment Fiduciary Auditor

      Fi360 (now Broadridge)
      Jun 2003