Oliver Ernst (CRD# 4648502) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 20 years of experience in the finance industry. Oliver Ernst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Advisory Services Network, LLC | Atlanta, GA | Sep 2017 - Current | 6 |
Ernst Consulting, Inc. | Chicago, IL | Sep 2013 - Current | 10 |
Raymond James Financial Services Advisors | Park Ridge, IL | Aug 2014 - Sep 2017 | 3 |
Sage Private Wealth Group | Chicago, IL | Aug 2014 - Sep 2017 | 3 |
Raymond James Financial Services, Inc. | Park Ridge, IL | Aug 2014 - Sep 2017 | 3 |
Real Estate | Chicago, IL | Jul 2012 - May 2017 | 4 |
Lasting Legacy, Ltd. | Chicago, IL | Aug 2014 - Dec 2014 | < 1 |
American Express Financial Advisors | Chicago, IL | Apr 2003 - Aug 2014 | 11 |
Ids Life Insurance Company | Chicago, IL | Apr 2003 - Aug 2014 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- IL
- TX
-
Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
-
Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.