August Ehlers (CRD# 7189277) is an Investment Advisor Representative working at Eagle Strategies LLC in Elkhorn, NE and has over 4 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Ehlers Financial Group | Elkhorn, NE | Feb 2024 - Current | < 1 |
Eagle Strategies LLC | Omaha, NE | Jul 2021 - Current | 2 |
Nylife Securities LLC | Omaha, NE | Feb 2020 - Current | 4 |
New York Life Insurance Company | Omaha, NE | Jan 2020 - Current | 4 |
Self Employed | Omaha, NE | Jan 2016 - Dec 2019 | 3 |
University Of Nebraska At Omaha | Omaha, NE | Oct 2013 - Jan 2016 | 2 |
Cip | Omaha, NE | Jul 2015 - Dec 2015 | < 1 |
Investors Realty | Omaha, NE | May 2012 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2020 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- NE
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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