Melvin Ehlert, financial advisor Brenham TX
96 score

Melvin Ehlert

CRD Number: 1081944
Current Firm: Ims Financial Advisors, Inc.

Melvin Ehlert (CRD# 1081944) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Brenham, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ims Financial Advisors, Inc. Houston, TX Mar 2005 - Current 11
Ims Securities, Inc. Houston, TX Mar 2005 - Current 11
Melvin Ehlert Jr & Assoc Inc. Brenham, TX Feb 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Melvin H. Ehlert
Phone Number: 713-266-2993
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $157,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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