Ian Matthew Erdman
Investment adviser representative at Antolino Wealth Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Antolino Wealth AdvisorsJul 2025 to now
- Aa Financial Advisors, LLCJun 2025 to now
- Kestra Investment Services, LLCApr 2023 to now
- Antolino & AssociatesApr 2023 to Apr 2024
- Nationwide FinancialJan 2018 to Mar 2023
- Nationwide Investment Services Corporation.Jun 2015 to Jan 2018
- Nationwide Securities, LLCJun 2014 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Antolino Wealth Advisors
Legal name: Aa Financial Advisors, LLC
$1.4BAssets managed
968Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6508657
- Firm CRD
- 119829