Daniel Ehlert, financial advisor Sauk Rapids MN

Daniel Ehlert

CRD Number: 1348828
Current Firm: Primerica Advisors

Daniel Ehlert (CRD# 1348828) is an Investment Advisor Representative working at Primerica Advisors in Sauk Rapids, MN and has over 38 years of experience in the finance industry.

Similar Advisors
Kurt Durrwachter, financial advisor Sauk Rapids MN
Kurt S. Durrwachter
CRD# 4207020
Dakota Wealth, LLC
Similar Advisors
Janice Achmann, financial advisor Sauk Rapids MN
Janice A. Achmann
CRD# 1798616
Primerica Advisors
Similar Advisors
Gregory Ahrendt, financial advisor Sauk Rapids MN
Gregory A. Ahrendt
CRD# 1185989
Valmark Advisers, Inc.
Company Name Location Dates Years
Primerica Financial Services Sauk Rapids, MN Aug 1998 - Current 25
Pfs Investments Inc. Sauk Rapids, MN Dec 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel P. Ehlert
Phone Number: 833-786-0550
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Daniel Ehlert and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.