John Ehlers (CRD# 4281012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stillwater, MN and has over 23 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6206290
Cliftonlarsonallen Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Stillwater, MN | May 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater, MN | Mar 2023 - Current | 1 |
Sageview Advisory Group, LLC | Newport Beach, CA | Sep 2021 - Feb 2023 | 1 |
Resources Investment Advisors | Overland Park, KS | Dec 2018 - Sep 2021 | 2 |
Triad Advisors | Norcross, GA | Dec 2018 - Sep 2021 | 2 |
Lpl Financial | Saint Louis Park, MN | Oct 2010 - Mar 2019 | 8 |
Foundations Retirement Consulting | Saint Louis Park, MN | May 2015 - Dec 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- MN
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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