Windham Financial Services
45yrs
Top advisor by experience in Steamboat Springs
34yrs
Erin Newlin
Financial advisor at Edward Jones
At a glance
Experience34 years (since 1993)
How that compares ?Top 3% by experience at Edward Jones
Office1600 Pine Grove Road Suite 108, Steamboat Springs, CO 80487
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Aug 2026 – nowEdward JonesCurrent firm
- Oct 2024 – Jul 2025Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Erin
Tailored to Erin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erin
How do I contact Erin?
Call Edward Jones at 314-515-2000 and ask for Erin Newlin. Erin works from the Steamboat Springs, CO office.
How long has Erin been a financial advisor?
Erin has been in the industry since 1993, about 34 years. Top 3% by experience at Edward Jones.
What licenses does Erin hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Erin a fiduciary?
Erin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erin paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Erin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
S2o Capital Management
43yrs
Top 1% by experience in Colorado
Raymond James Financial Services Advisors
37yrs
Top 4% by experience in Colorado
Genereux Investment Management
35yrs
Top 5% by experience in Colorado
Valic Financial Advisors
34yrs
Top 4% by experience at Valic Financial Advisors
Windham Financial Services
33yrs
Top 8% by experience in Colorado