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Edward Jones - Chris Erfurth
Financial advisor · Based in Oregon
About
Chris Erfurth is an Edward Jones financial advisor on Janesville Street in Oregon, listing CEPA (Certified Exit Planning Advisor) and AAMS credentials, and offers introductory consultations, strategy reviews and help with major financial events.
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MadisonWI.com guide
Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
Read the rest of the guide
Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.