Rod Ehrlich has been Principal/CCO/Member of Investor's Fiduciary Advisor Network since October 2011, is a control person of the firm and directly owns 75% or more of it. Rod Ehrlich studied at Kansas State University.
Investor'S Fiduciary Advisor Network, LLC is a firm with $787M under management, 887 clients and 16 advisers across 15 offices, as of its March 2026 filing.
Rod Ehrlich is the principal of Investor FAN and RIA Systems, which he runs on a daily basis. He started Investor FAN in 2011. Before that he was Vice-President of Advisory Services at Pacific West Financial Consultants, Inc. from 2003 to 2012, where he served as Chief Compliance Officer and then VP of Advisory Services, and earlier was a retail broker at Merrill Lynch from 2000 to 2003.
Rod Ehrlich’s longest registration is the current one, 14 years at Investor's Fiduciary Advisor Network since 2012. Before joining Investor's Fiduciary Advisor Network in 2012, Rod Ehrlich was registered through Pacific West Financial Consultants Inc and Merrill Lynch Pierce Fenner & Smith Inc.
- Pacific West Financial Consultants Inc– · 8 yearsRenton, WA · Adviser representative · Firm CRD 108728
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Rod Ehrlich is registered as an investment adviser representative in 2 states. The first approvals date from January 2012; the most recent is Idaho, in June 2024.
- IdahoSince 4 June 2024
- WashingtonSince 24 January 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 6 November 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2000 |
| Series 7 | General Securities Representative Examination | 8 December 2000 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rod D Ehrlich
- CRD
- 3191263
- Firm
- Investor's Fiduciary Advisor Network · CRD 159301
- Role
- Principal/CCO/Member
- Office
- Boise, ID
- Registration
- Investment adviser registration
- In the industry since
- May 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investorfan.com
Where does Rod Ehrlich work?
Rod Ehrlich has been Principal/CCO/Member of Investor'S Fiduciary Advisor Network, LLC since October 2011, and is a control person of the firm.
Is Rod Ehrlich a financial advisor?
Yes. Rod Ehrlich has a current investment-adviser registration in Idaho and Washington, through Investor's Fiduciary Advisor Network since January 2012.
How many years of experience does Rod Ehrlich have?
Rod Ehrlich has 25 years in the financial industry, since May 2001, across 3 adviser firms.
What exams has Rod Ehrlich passed?
Rod Ehrlich has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in December 2000.
Where did Rod Ehrlich work before Investor's Fiduciary Advisor Network?
Before Investor's Fiduciary Advisor Network, Rod Ehrlich was registered through Pacific West Financial Consultants Inc, August 2003 to January 2012; Merrill Lynch Pierce Fenner & Smith Inc., May 2001 to August 2003.
Where is Rod Ehrlich based?
Rod Ehrlich’s registered office is in Boise, ID.
Is Rod Ehrlich registered with FINRA?
No. Rod Ehrlich has no current broker registration.
How can I verify Rod Ehrlich’s record?
Search CRD 3191263 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rod Ehrlich’s full registration record.