Charles Ehrenfried (CRD# 5262673) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Charles Ehrenfried has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2023 - Current | < 1 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jun 2022 - Current | 1 |
| Wealthquest Corporation | Cincinnati, OH | Aug 2020 - Jun 2022 | 1 |
| Beshear Dno Inc. | Cincinnati, OH | Feb 2020 - May 2020 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2015 - May 2020 | 4 |
| Bradley Scott Weeks | Cincinnati, OH | Jun 2014 - May 2020 | 5 |
| Northwestern Mutual Investment Services, LLC | Cincinnati, OH | Jun 2007 - May 2020 | 12 |
| Timothy C Miller | Cincinnati, OH | Nov 2016 - Dec 2018 | 2 |
| Northwestern Mutual Investment Services, LLC | Cincinatti, OH | Nov 2010 - Mar 2016 | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2011 - Jun 2014 | 3 |
| Shawn Kelley | Cincinatti, OH | Oct 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
| S63 | Uniform Securities State Law Examination | Nov 2023 |
- OH
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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