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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Erhart is a financial advisor with The Fiduciary Alliance, a firm based in Greenville, South Carolina, with a branch office in Anoka, Minnesota. Theodore has been in the financial services industry since 2007 and holds a Series 66, Series 7 and SIE license. Theodore specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Theodore is also a Certified Financial Planner. Theodore has previously been affiliated with LaSalle Street Securities, LLC, LPL Financial LLC, and Ameriprise Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
SC
02/07/2023 - Present
THE Fiduciary Alliance (GREENVILLE SC)
MN
02/15/2018 - 02/06/2023
LASALLE ST SECURITIES, L.L.C. (Anoka MN)
MN
02/05/2010 - 02/23/2018
LPL FINANCIAL LLC (RAMSEY MN)
MN
11/09/2007 - 02/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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