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Advisors / Idaho / Boise
26yrs

Rod Ehrlich

Full name on record: Rod D Ehrlich

Financial advisor at Investor FAN

Rod Ehrlich is a fiduciary financial advisor in Boise, Idaho, with 26 years in the industry. Rod joined Investor FAN in 2012, after eight years at Pacific West Financial Consultants and two years at Merrill. Investor FAN offers investment management and is paid through a percentage of assets and flat fees.

One of 564 advisors with offices in Boise, and one of 532 fiduciaries.

Boise, IDTop 24% by experience in IdahoFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top 24% by experience in Idaho
OfficeBoise, ID
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$898,579
Advisors at the firm14
States licensed ?1 state

Services through Investor FAN

Investment management for individuals and small businesses

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now
    Investor FANCurrent firm
  2. 2003 – 2012
    Pacific West Financial Consultants Inc.Previously
  3. 2001 – 2003
    MerrillPreviously

Contact Rod

(425) 372-7517Investor FAN main office Boise, IDOffice · Get directions Firm websiteHTTP://WWW.PANFILI-FINANCIAL.COM

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Questions to ask Rod

Tailored to Rod’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Rod

How do I contact Rod?

Call Investor FAN at (425) 372-7517 and ask for Rod Ehrlich. Rod works from the Boise, ID office.

How long has Rod been a financial advisor?

Rod has been in the industry since 2000, about 26 years. Top 24% by experience in Idaho.

What licenses does Rod hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Rod a fiduciary?

Rod is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Rod paid?

Investor FAN reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Rod for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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