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Andrew James Van Erp

Advisor at Cambridge Investment Research Advisors — Oxford, OH

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Oxford, OH 45056

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,919

Across 2,199 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Andrew Van Erp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, he is involved in benefits counseling and consulting in insurance and human resources through related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Oxford, OH

31 Lynn Ave.

Oxford OH 45056

Advisors at this office

1

Most active in

Ohio · Texas

Work history

28 years of industry experience

Cambridge Investment Research, Inc.

2016 - Present • 10 years

Fairfield, IA

Ameritas Investment Company, LLC

2006 - 2015 • 9 years

Cincinnati, OH

Carillon Investments, Inc.

2003 - 2006 • 3 years

Cincinnati, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Donald F

ChFC®, Series 63

Fairfield Township, OH

Donald Felty, LLC

Donald Felty Sr. is a financial advisor with Donald Felty, LLC, holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. He has worked at Donald Felty LLC since 2001 and has been affiliated with Transamerica Life Services since 1986. Donald Felty LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored investment portfolios, managing stocks, bonds, mutual funds, ETFs, REITs, and options with ongoing supervision.

Active portfolio management Options & derivatives strategies Real estate investing
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Eric H

CFP®, Series 66

Fairfield, OH

Rik Saylor Financial, Inc.

Eric Hamberg is a CFP® professional with 19 years of industry experience, currently serving at Rik Saylor Financial, Inc. He has held roles at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Hamberg serves as a board member and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting unprivileged babies. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset classes and third-party technology platforms to support account management and reporting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Nathanial P

Series 63, Series 65

Fairfield, OH

Rik Saylor Financial, Inc.

Nathanial Parker is a financial advisor at Rik Saylor Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he serves as a notary public. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk-assessment tools, allocating across various asset classes including ETFs, equities, debt instruments, options, and alternative investments.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Rik S

Series 63, Series 66

Fairfield, OH

Rik Saylor Financial, Inc.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Randall S

Series 63, Series 65

Oxford, OH

Shoker Investments

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Kevin R

Series 65

Oxford, OH

Shoker Investments

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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