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Ernest R
Series 63, Series 66
Eureka, MT
EDR Investment Advisors, LLC
Ernest Roo is the principal of EDR Investment Advisors, LLC, an independent advisory firm based in Eureka, Montana. He holds Series 63 and Series 66 licenses and has 18 years of experience in the financial industry. Prior to founding EDR Investment Advisors in 2013, he has also owned and operated EDR Financial, an insurance agency in Kalispell, Montana, since 1998, which provides employee benefit packages and individual insurance products. EDR Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis to manage portfolios using mutual funds, ETFs, equities, and fixed-income securities, and maintains a conservative approach to digital assets while also offering insurance products through its affiliation with a licensed insurance agency.
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